RWA
RGT Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $70.1M | Buy |
849,849
+545
| +0.1% | +$44.9K | 11.17% | 4 |
|
|
2022
Q2 | $75.6M | Sell |
849,304
-31,608
| -4% | -$2.81M | 12.7% | 3 |
|
|
2022
Q1 | $90.2M | Buy |
880,912
+7,982
| +0.9% | +$817K | 14.34% | 3 |
|
|
2021
Q4 | $91.2M | Buy |
872,930
+14,188
| +2% | +$1.48M | 13.91% | 3 |
|
|
2021
Q3 | $86.5M | Buy |
858,742
+9,693
| +1% | +$976K | 17.07% | 3 |
|
|
2021
Q2 | $89.5M | Buy |
849,049
+630
| +0.1% | +$66.4K | 16.08% | 3 |
|
|
2021
Q1 | $85.5M | Sell |
848,419
-564
| -0.1% | -$56.8K | 16.68% | 3 |
|
|
2020
Q4 | $69M | Buy |
848,983
+428,900
| +102% | +$34.9M | 14.48% | 3 |
|
|
2020
Q3 | $51.4M | Buy |
+420,083
| New | +$51.4M | 13.03% | 3 |
|