RGT Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.38M	Sell	14,404 -4,872	-25%	-$889K	0.38%	16
2022 Q2	$3.27M	Sell	19,276 -561	-3%	-$103K	0.55%	14
2022 Q1	$4.07M	Sell	19,837 -1,026	-5%	-$209K	0.65%	11
2021 Q4	$4.64M	Buy	20,863 +18,060	+644%	+$4.08M	0.71%	10
2021 Q3	$613K	Hold	2,803	–	–	0.12%	24
2021 Q2	$643K	Sell	2,803 -77	-3%	-$17.3K	0.12%	23
2021 Q1	$636K	Hold	2,880	–	–	0.12%	20
2020 Q4	$565K	Buy	+2,880	New	+$504K	0.12%	25
2020 Q3	–	Sell	-1,645	Closed	-$236K	–	47
2020 Q2	$236K	Buy	+1,645	New	+$216K	0.07%	32
2020 Q1	–	Sell	-2,652	Closed	-$439K	–	34
2019 Q4	$439K	Buy	2,652 +358	+16%	+$56.6K	1.32%	22
2019 Q3	$347K	Buy	+2,294	New	+$350K	1.01%	27
2017 Q1	–	Sell	-1,684	Closed	-$227K	–	117
2016 Q4	$227K	Sell	1,684 -697	-29%	-$89.1K	0.13%	100
2016 Q3	$296K	Buy	+2,381	New	+$289K	0.18%	73

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

RGT Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 25% in Q3 2022, selling an estimated $889K and leaving 14,404 shares worth $2.38M. The position accounts for 0.38% of the portfolio, ranked #16.

RGT Wealth Advisors first reported a position in IWM in Q3 2016 and has held it in 13 quarters since. The position peaked at $4.64M in Q4 2021. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

RGT Wealth Advisors held 14,404 shares of iShares Russell 2000 ETF worth $2.38M as of Q3 2022.
RGT Wealth Advisors sold 4,872 iShares Russell 2000 ETF shares in Q3 2022, an estimated $889K.
iShares Russell 2000 ETF made up 0.38% of RGT Wealth Advisors's portfolio in Q3 2022, its #16 holding.
RGT Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 13 quarters since.
RGT Wealth Advisors's iShares Russell 2000 ETF position peaked at $4.64M in Q4 2021.
1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

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