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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$52K	Hold	540	–	–	0.01%	89
2022 Q2	$55K	Hold	540	–	–	0.01%	94
2022 Q1	$65K	Hold	540	–	–	0.01%	90
2021 Q4	$66K	Buy	+540	New	+$64.5K	0.01%	127

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

FCBT

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RGT Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2022 at 540 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #89.

RGT Wealth Advisors first reported a position in IWS in Q4 2021 and has held it in 4 quarters since. The position peaked at $66K in Q4 2021. 744 funds tracked by Wall St. Rank hold IWS as of Q3 2022.

RGT Wealth Advisors held 540 shares of iShares Russell Mid-Cap Value ETF worth $52K as of Q3 2022.
RGT Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2022.
iShares Russell Mid-Cap Value ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #89 holding.
RGT Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
RGT Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $66K in Q4 2021.
744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2022.

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