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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$5K Buy
+23
New +$5K ﹤0.01% 113
2022
Q1
Sell
-236
Closed -$65K 214
2021
Q4
$65K Buy
+236
New +$65K 0.01% 128
2020
Q3
Sell
-1,192
Closed -$215K 48
2020
Q2
$215K Buy
+1,192
New +$215K 0.06% 37