RGT Wealth Advisors, LLC IJS Holdings History
RGT Wealth Advisors, LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 849,849.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $70.07 Mil. This investment constitutes 11.17% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 1.16% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.
The initial trade took place in 2020Q3. And since then RGT Wealth Advisors, LLC has made 7 purchases of IJS, at an average price of $62.94, for a total of 882,021.00 shares. In addition, there have been 2 sales at an average price of $95.75 for 32,172.00 shares. Based on historical transaction data and IJS's current price of $102.35, RGT Wealth Advisors, LLC's estimated gain on his IJS holdings is $34.55 Mil, reflecting a 62.24% gain to date.
RGT Wealth Advisors, LLC IJS ($102.35) Holding Chart
RGT Wealth Advisors, LLC IJS ($102.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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