RGT Wealth Advisors, LLC IWO Holdings History
Number of Shares
28,481.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
0.94%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
22.07%
RGT Wealth Advisors, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 28,481.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $5.88 Mil. This investment constitutes 0.94% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 0.07% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2021Q4. And since then RGT Wealth Advisors, LLC has made 4 purchases of IWO, at an average price of $239.83, for a total of 28,481.00 shares. Based on historical transaction data and IWO's current price of $292.76, RGT Wealth Advisors, LLC's estimated gain on his IWO holdings is $1.51 Mil, reflecting a 22.07% gain to date.
RGT Wealth Advisors, LLC IWO ($292.76) Holding Chart
RGT Wealth Advisors, LLC IWO ($292.76) 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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