RGT Wealth Advisors, LLC IWD Holdings History
RGT Wealth Advisors, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 27,316.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.71 Mil. This investment constitutes 0.59% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2020Q3. And since then RGT Wealth Advisors, LLC has made 3 purchases of IWD, at an average price of $158.36, for a total of 39,030.00 shares. In addition, there have been 4 sales at an average price of $153.25 for 11,714.00 shares. Based on historical transaction data and IWD's current price of $195.88, RGT Wealth Advisors, LLC's estimated gain on his IWD holdings is $965,212.70, reflecting a 15.62% gain to date.
RGT Wealth Advisors, LLC IWD ($195.88) Holding Chart
RGT Wealth Advisors, LLC IWD ($195.88) 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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