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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,600	Closed	-$493K	–	72
2020 Q3	$493K	Hold	8,600	–	–	0.12%	17
2020 Q2	$461K	Sell	8,600 -1,732	-17%	-$86.8K	0.13%	17
2020 Q1	$446K	Hold	10,332	–	–	0.29%	20
2019 Q4	$616K	Buy	10,332 +732	+8%	+$42K	1.86%	18
2019 Q3	$537K	Hold	9,600	–	–	1.56%	18
2019 Q2	$536K	Buy	+9,600	New	+$527K	1.69%	16
2018 Q3	–	Sell	-4,588	Closed	-$243K	–	44
2018 Q2	$243K	Hold	4,588	–	–	0.78%	33
2018 Q1	$237K	Hold	4,588	–	–	0.11%	88
2017 Q4	$239K	Hold	4,588	–	–	0.13%	83
2017 Q3	$226K	Hold	4,588	–	–	0.15%	81
2017 Q2	$220K	Hold	4,588	–	–	0.15%	77
2017 Q1	$215K	Sell	4,588 -800	-15%	-$37.1K	0.15%	87
2016 Q4	$241K	Hold	5,388	–	–	0.14%	95
2016 Q3	$234K	Buy	+5,388	New	+$234K	0.14%	92

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RGT Wealth Advisors's IWR Position: Q4 2020 in Review

RGT Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2020, closing a stake of 8,600 shares — an estimated $493K sold.

RGT Wealth Advisors first reported a position in IWR in Q3 2016 and held it in 14 quarters. The position peaked at $616K in Q4 2019. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

RGT Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
RGT Wealth Advisors sold 8,600 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $493K.
RGT Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and held it in 14 quarters.
RGT Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $616K in Q4 2019.
945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on RGT Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.