RGT Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$17K	Hold	212	–	–	﹤0.01%	102
2022 Q2	$17K	Hold	212	–	–	﹤0.01%	108
2022 Q1	$21K	Hold	212	–	–	﹤0.01%	107
2021 Q4	$24K	Buy	+212	New	+$24.7K	﹤0.01%	184

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

RGT Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2022 at 212 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

RGT Wealth Advisors first reported a position in IWP in Q4 2021 and has held it in 4 quarters since. The position peaked at $24K in Q4 2021. 812 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

RGT Wealth Advisors held 212 shares of iShares Russell Mid-Cap Growth ETF worth $17K as of Q3 2022.
RGT Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2022.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #102 holding.
RGT Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
RGT Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $24K in Q4 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

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