RGT Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$491K	Hold	8,487	–	–	0.08%	42
2022 Q2	$512K	Hold	8,487	–	–	0.09%	52
2022 Q1	$648K	Buy	8,487 +487	+6%	+$36.6K	0.1%	50
2021 Q4	$669K	Hold	8,000	–	–	0.1%	48
2021 Q3	$591K	Sell	8,000 -928	-10%	-$70.7K	0.12%	25
2021 Q2	$649K	Buy	8,928 +928	+12%	+$64.2K	0.12%	22
2021 Q1	$521K	Buy	8,000 +176	+2%	+$11.4K	0.1%	26
2020 Q4	$499K	Buy	+7,824	New	+$474K	0.1%	28
2017 Q2	–	Sell	-26,172	Closed	-$861K	–	100
2017 Q1	$861K	Sell	26,172 -528	-2%	-$16.9K	0.58%	24
2016 Q4	$813K	Buy	26,700 +4	+0%	+$121	0.46%	31
2016 Q3	$812K	Buy	+26,696	New	+$809K	0.5%	28

Other funds holding IVW

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

RGT Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2022 at 8,487 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #42.

RGT Wealth Advisors first reported a position in IVW in Q3 2016 and has held it in 11 quarters since. The position peaked at $861K in Q1 2017. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

RGT Wealth Advisors held 8,487 shares of iShares S&P 500 Growth ETF worth $491K as of Q3 2022.
RGT Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2022.
iShares S&P 500 Growth ETF made up 0.08% of RGT Wealth Advisors's portfolio in Q3 2022, its #42 holding.
RGT Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and has held it in 11 quarters since.
RGT Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $861K in Q1 2017.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

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