RWA
IWN icon

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

RGT Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$23K Hold
182
– – ﹤0.01% 98
2022
Q2 		$25K Hold
182
– – ﹤0.01% 102
2022
Q1 		$29K Hold
182
– – ﹤0.01% 100
2021
Q4 		$30K Buy
+182
New +$30.3K ﹤0.01% 163

Other funds holding IWN

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RGT Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2022 at 182 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #98.

RGT Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 4 quarters since. The position peaked at $30K in Q4 2021. 840 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

  • RGT Wealth Advisors held 182 shares of iShares Russell 2000 Value ETF worth $23K as of Q3 2022.
  • RGT Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q3 2022.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #98 holding.
  • RGT Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $30K in Q4 2021.
  • 840 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

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