RGT Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5K	Buy	+23	New	+$5.29K	﹤0.01%	113
2022 Q1	–	Sell	-236	Closed	-$65K	–	214
2021 Q4	$65K	Buy	+236	New	+$63.9K	0.01%	128
2020 Q3	–	Sell	-1,192	Closed	-$215K	–	48
2020 Q2	$215K	Buy	+1,192	New	+$202K	0.06%	37

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RGT Wealth Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q3 2022: 23 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: RGT Wealth Advisors previously reported a position in IWV as recently as Q4 2021.

RGT Wealth Advisors first reported a position in IWV in Q2 2020 and has held it in 3 quarters since. The position peaked at $215K in Q2 2020. 645 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

RGT Wealth Advisors held 23 shares of iShares Russell 3000 ETF worth $5K as of Q3 2022.
iShares Russell 3000 ETF was a new RGT Wealth Advisors position in Q3 2022.
iShares Russell 3000 ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #113 holding.
RGT Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 3 quarters since.
RGT Wealth Advisors's iShares Russell 3000 ETF position peaked at $215K in Q2 2020.
645 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

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