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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.88M	Buy	28,481 +5,805	+26%	+$1.31M	0.94%	7
2022 Q2	$4.68M	Buy	22,676 +8,623	+61%	+$1.92M	0.79%	12
2022 Q1	$3.59M	Buy	14,053 +13,871	+7,621%	+$3.55M	0.57%	12
2021 Q4	$53K	Buy	+182	New	+$54.9K	0.01%	137
2017 Q2	–	Sell	-3,414	Closed	-$552K	–	102
2017 Q1	$552K	Sell	3,414 -712	-17%	-$113K	0.37%	35
2016 Q4	$635K	Sell	4,126 -394	-9%	-$58.8K	0.36%	37
2016 Q3	$673K	Buy	+4,520	New	+$659K	0.42%	35

Other funds holding IWO

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

RGT Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 26% in Q3 2022, buying an estimated $1.31M and bringing the position to 28,481 shares worth $5.88M. The position accounts for 0.94% of the portfolio, ranked #7.

RGT Wealth Advisors first reported a position in IWO in Q3 2016 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

RGT Wealth Advisors held 28,481 shares of iShares Russell 2000 Growth ETF worth $5.88M as of Q3 2022.
RGT Wealth Advisors bought 5,805 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $1.31M.
iShares Russell 2000 Growth ETF made up 0.94% of RGT Wealth Advisors's portfolio in Q3 2022, its #7 holding.
RGT Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 7 quarters since.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

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