RGT Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$148K	Hold	750	–	–	0.02%	77
2022 Q2	$156K	Hold	750	–	–	0.03%	83
2022 Q1	$188K	Hold	750	–	–	0.03%	80
2021 Q4	$198K	Buy	+750	New	+$193K	0.03%	92
2017 Q2	–	Sell	-4,980	Closed	-$654K	–	101
2017 Q1	$654K	Sell	4,980 -108	-2%	-$14K	0.44%	31
2016 Q4	$633K	Sell	5,088 -9	-0.2%	-$1.09K	0.36%	38
2016 Q3	$614K	Buy	+5,097	New	+$613K	0.38%	38

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

RGT Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2022 at 750 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #77.

RGT Wealth Advisors first reported a position in IWB in Q3 2016 and has held it in 7 quarters since. The position peaked at $654K in Q1 2017. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

RGT Wealth Advisors held 750 shares of iShares Russell 1000 ETF worth $148K as of Q3 2022.
RGT Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2022.
iShares Russell 1000 ETF made up 0.02% of RGT Wealth Advisors's portfolio in Q3 2022, its #77 holding.
RGT Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 7 quarters since.
RGT Wealth Advisors's iShares Russell 1000 ETF position peaked at $654K in Q1 2017.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

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