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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.71M	Sell	27,316 -8,168	-23%	-$1.23M	0.59%	10
2022 Q2	$5.14M	Sell	35,484 -488	-1%	-$76.3K	0.86%	11
2022 Q1	$5.97M	Sell	35,972 -2,868	-7%	-$471K	0.95%	9
2021 Q4	$6.52M	Buy	38,840 +34,176	+733%	+$5.6M	1%	9
2021 Q3	$730K	Hold	4,664	–	–	0.14%	19
2021 Q2	$740K	Sell	4,664 -190	-4%	-$30.1K	0.13%	20
2021 Q1	$736K	Hold	4,854	–	–	0.14%	16
2020 Q4	$664K	Buy	4,854 +2,469	+104%	+$317K	0.14%	20
2020 Q3	$282K	Buy	+2,385	New	+$283K	0.07%	26
2017 Q4	–	Sell	-2,359	Closed	-$280K	–	105
2017 Q3	$280K	Hold	2,359	–	–	0.19%	62
2017 Q2	$275K	Sell	2,359 -6,912	-75%	-$795K	0.19%	57
2017 Q1	$1.07M	Sell	9,271 -36	-0.4%	-$4.13K	0.72%	19
2016 Q4	$1.04M	Sell	9,307 -687	-7%	-$74.3K	0.59%	24
2016 Q3	$1.05M	Buy	+9,994	New	+$1.05M	0.65%	23

Other funds holding IWD

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

RGT Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 23% in Q3 2022, selling an estimated $1.23M and leaving 27,316 shares worth $3.71M. The position accounts for 0.59% of the portfolio, ranked #10.

RGT Wealth Advisors first reported a position in IWD in Q3 2016 and has held it in 14 quarters since. The position peaked at $6.52M in Q4 2021. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

RGT Wealth Advisors held 27,316 shares of iShares Russell 1000 Value ETF worth $3.71M as of Q3 2022.
RGT Wealth Advisors sold 8,168 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $1.23M.
iShares Russell 1000 Value ETF made up 0.59% of RGT Wealth Advisors's portfolio in Q3 2022, its #10 holding.
RGT Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 14 quarters since.
RGT Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $6.52M in Q4 2021.
1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

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