RGT Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
TAIM
MFRM
RGT Wealth Advisors's ITOT Position: Q3 2022 in Review
RGT Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 67% in Q3 2022, selling an estimated $7.29M and leaving 39,988 shares worth $3.18M. The position accounts for 0.51% of the portfolio, ranked #13.
RGT Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $14.8M in Q4 2021. 979 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.
- RGT Wealth Advisors held 39,988 shares of iShares Core S&P Total US Stock Market ETF worth $3.18M as of Q3 2022.
- RGT Wealth Advisors sold 82,463 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $7.29M.
- iShares Core S&P Total US Stock Market ETF made up 0.51% of RGT Wealth Advisors's portfolio in Q3 2022, its #13 holding.
- RGT Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
- RGT Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $14.8M in Q4 2021.
- 979 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.
Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.