Tiedemann Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.88M | Sell |
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|
2023
Q2 | $8.2M | Sell |
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|
2023
Q1 | $7.67M | Sell |
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|
2022
Q4 | $7.47M | Sell |
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|
2022
Q3 | $7.05M | Buy |
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|
2022
Q2 | $7.38M | Buy |
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|
2022
Q1 | $8.77M | Buy |
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|
2021
Q4 | $8.62M | Sell |
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|
2021
Q3 | $10.2M | Sell |
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|
2021
Q2 | $11.2M | Sell |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $9.96M | Buy |
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|
2020
Q3 | $8.6M | Buy |
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|
2020
Q2 | $4.5M | Sell |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $4.91M | Sell |
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|
2019
Q3 | $6.04M | Sell |
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|
2019
Q2 | $6.34M | Buy |
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|
2019
Q1 | $5.01M | Sell |
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|
2018
Q4 | $4.44M | Sell |
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|
2018
Q3 | $8.05M | Buy |
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|
2018
Q2 | $7.35M | Sell |
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|
2018
Q1 | $7.56M | Buy |
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