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Tiedemann Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tiedemann Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$499K Hold
5,266
– – 0.02% 167
2023
Q2 		$525K Buy
5,266
+2,634
+100% +$251K 0.02% 153
2023
Q1 		$255K Sell
2,632
-502
-16% -$50.2K 0.01% 211
2022
Q4 		$297K Buy
3,134
+500
+19% +$48K 0.01% 196
2022
Q3 		$228K Buy
2,634
+153
+6% +$14.9K 0.01% 205
2022
Q2 		$229K Sell
2,481
-10,541
-81% -$1.05M 0.02% 202
2022
Q1 		$1.4M Hold
13,022
– – 0.07% 121
2021
Q4 		$1.49M Sell
13,022
-7,501
-37% -$855K 0.07% 109
2021
Q3 		$2.24M Sell
20,523
-18,799
-48% -$2.07M 0.12% 78
2021
Q2 		$4.44M Buy
39,322
+891
+2% +$99.4K 0.18% 66
2021
Q1 		$4.17M Buy
38,431
+198
+0.5% +$20.7K 0.18% 62
2020
Q4 		$3.51M Sell
38,233
-18
-0% -$1.48K 0.17% 63
2020
Q3 		$2.69M Sell
38,251
-2,231
-6% -$160K 0.13% 105
2020
Q2 		$2.77M Sell
40,482
-351
-0.9% -$22.2K 0.15% 93
2020
Q1 		$2.29M Sell
40,833
-4,790
-10% -$357K 0.15% 94
2019
Q4 		$3.82M Buy
45,623
+2,091
+5% +$168K 0.18% 79
2019
Q3 		$3.39M Sell
43,532
-3,358
-7% -$260K 0.16% 89
2019
Q2 		$3.67M Buy
46,890
+637
+1% +$49.5K 0.18% 82
2019
Q1 		$3.57M Sell
46,253
-890
-2% -$68.3K 0.17% 92
2018
Q4 		$3.27M Buy
47,143
+11,566
+33% +$894K 0.17% 94
2018
Q3 		$3.12M Buy
35,577
+9,813
+38% +$860K 0.18% 85
2018
Q2 		$2.16M Buy
25,764
+12,819
+99% +$1.04M 0.14% 102
2018
Q1 		$997K Buy
12,945
+9,834
+316% +$765K 0.07% 146
2017
Q4 		$240K Sell
3,111
-497
-14% -$37.5K 0.02% 202
2017
Q3 		$269K Hold
3,608
– – 0.02% 295
2017
Q2 		$253K Sell
3,608
-228
-6% -$15.8K 0.02% 384
2017
Q1 		$265K Buy
+3,836
New +$265K 0.02% 330

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Tiedemann Advisors's IJR Position: Q3 2023 in Review

Tiedemann Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2023 at 5,266 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #167.

Tiedemann Advisors first reported a position in IJR in Q1 2017 and has held it in 27 quarters since. The position peaked at $4.44M in Q2 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

  • Tiedemann Advisors held 5,266 shares of iShares Core S&P Small-Cap ETF worth $499K as of Q3 2023.
  • Tiedemann Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2023.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #167 holding.
  • Tiedemann Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 27 quarters since.
  • Tiedemann Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.44M in Q2 2021.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.