RGT Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

RGT Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$52K	Hold	405	–	–	0.01%	88
2022 Q2	$56K	Hold	405	–	–	0.01%	93
2022 Q1	$63K	Buy	+405	New	+$62.3K	0.01%	91

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RGT Wealth Advisors's IVE Position: Q3 2022 in Review

RGT Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2022 at 405 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #88.

RGT Wealth Advisors first reported a position in IVE in Q1 2022 and has held it in 3 quarters since. The position peaked at $63K in Q1 2022. 1,044 funds tracked by Wall St. Rank hold IVE as of Q3 2022.

RGT Wealth Advisors held 405 shares of iShares S&P 500 Value ETF worth $52K as of Q3 2022.
RGT Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q3 2022.
iShares S&P 500 Value ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #88 holding.
RGT Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 3 quarters since.
RGT Wealth Advisors's iShares S&P 500 Value ETF position peaked at $63K in Q1 2022.
1,044 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.