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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$389K	Hold	7,388	–	–	0.06%	49
2022 Q2	$404K	Hold	7,388	–	–	0.07%	59
2022 Q1	$513K	Hold	7,388	–	–	0.08%	55
2021 Q4	$564K	Sell	7,388 -792	-10%	-$58.7K	0.09%	53
2021 Q3	$560K	Hold	8,180	–	–	0.11%	26
2021 Q2	$555K	Sell	8,180 -56	-0.7%	-$3.61K	0.1%	27
2021 Q1	$500K	Sell	8,236 -224	-3%	-$13.6K	0.1%	27
2020 Q4	$510K	Buy	8,460 +988	+13%	+$56.2K	0.11%	27
2020 Q3	$405K	Buy	7,472 +96	+1%	+$5.06K	0.1%	22
2020 Q2	$354K	Buy	+7,376	New	+$325K	0.1%	25
2020 Q1	–	Sell	-4,740	Closed	-$208K	–	33
2019 Q4	$208K	Buy	+4,740	New	+$198K	0.63%	31
2019 Q2	–	Sell	-9,092	Closed	-$344K	–	34
2019 Q1	$344K	Hold	9,092	–	–	1.98%	14
2018 Q4	$298K	Sell	9,092 -736	-7%	-$25.9K	1.77%	14
2018 Q3	$383K	Buy	9,828 +736	+8%	+$27.9K	1.3%	24
2018 Q2	$327K	Hold	9,092	–	–	1.05%	24
2018 Q1	$309K	Hold	9,092	–	–	0.15%	70
2017 Q4	$306K	Hold	9,092	–	–	0.16%	64
2017 Q3	$284K	Sell	9,092 -772	-8%	-$23.6K	0.19%	60
2017 Q2	$294K	Sell	9,864 -2,312	-19%	-$67.9K	0.2%	54
2017 Q1	$346K	Sell	12,176 -2,744	-18%	-$76.1K	0.23%	51
2016 Q4	$391K	Sell	14,920 -3,380	-18%	-$87.7K	0.22%	55
2016 Q3	$477K	Buy	+18,300	New	+$476K	0.29%	47

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

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

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

RGT Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2022 at 7,388 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #49.

RGT Wealth Advisors first reported a position in IWF in Q3 2016 and has held it in 22 quarters since. The position peaked at $564K in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

RGT Wealth Advisors held 7,388 shares of iShares Russell 1000 Growth ETF worth $389K as of Q3 2022.
RGT Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2022.
iShares Russell 1000 Growth ETF made up 0.06% of RGT Wealth Advisors's portfolio in Q3 2022, its #49 holding.
RGT Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 22 quarters since.
RGT Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $564K in Q4 2021.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

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