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Tiedemann Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Tiedemann Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.88M Sell
33,403
-223
-0.7% -$54.6K 0.34% 36
2023
Q2 		$8.2M Sell
33,626
-418
-1% -$96.3K 0.35% 38
2023
Q1 		$7.67M Sell
34,044
-1,423
-4% -$313K 0.35% 37
2022
Q4 		$7.47M Sell
35,467
-275
-0.8% -$58.2K 0.36% 35
2022
Q3 		$7.05M Buy
35,742
+217
+0.6% +$47.6K 0.43% 30
2022
Q2 		$7.38M Buy
35,525
+452
+1% +$102K 0.56% 28
2022
Q1 		$8.77M Buy
35,073
+2,463
+8% +$608K 0.45% 29
2021
Q4 		$8.62M Sell
32,610
-9,484
-23% -$2.44M 0.42% 34
2021
Q3 		$10.2M Sell
42,094
-4,081
-9% -$1.01M 0.54% 29
2021
Q2 		$11.2M Sell
46,175
-215
-0.5% -$50.7K 0.45% 31
2021
Q1 		$10.4M Sell
46,390
-640
-1% -$140K 0.45% 31
2020
Q4 		$9.96M Buy
47,030
+1,065
+2% +$213K 0.48% 30
2020
Q3 		$8.6M Buy
45,965
+19,718
+75% +$3.64M 0.42% 41
2020
Q2 		$4.5M Sell
26,247
-836
-3% -$135K 0.24% 64
2020
Q1 		$3.83M Sell
27,083
-447
-2% -$75.6K 0.25% 70
2019
Q4 		$4.91M Sell
27,530
-9,171
-25% -$1.57M 0.24% 68
2019
Q3 		$6.04M Sell
36,701
-2,231
-6% -$366K 0.29% 62
2019
Q2 		$6.34M Buy
38,932
+7,054
+22% +$1.13M 0.32% 58
2019
Q1 		$5.01M Sell
31,878
-141
-0.4% -$21.3K 0.24% 72
2018
Q4 		$4.44M Sell
32,019
-17,562
-35% -$2.63M 0.23% 76
2018
Q3 		$8.05M Buy
49,581
+1,251
+3% +$199K 0.48% 47
2018
Q2 		$7.35M Sell
48,330
-3,119
-6% -$470K 0.47% 50
2018
Q1 		$7.56M Buy
+51,449
New +$7.82M 0.52% 37

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tiedemann Advisors's IWB Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.66% in Q3 2023, selling an estimated $54.6K and leaving 33,403 shares worth $7.88M. The position accounts for 0.34% of the portfolio, ranked #36.

Tiedemann Advisors first reported a position in IWB in Q1 2018 and has held it in 23 quarters since. The position peaked at $11.2M in Q2 2021. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

  • Tiedemann Advisors held 33,403 shares of iShares Russell 1000 ETF worth $7.88M as of Q3 2023.
  • Tiedemann Advisors sold 223 iShares Russell 1000 ETF shares in Q3 2023, an estimated $54.6K.
  • iShares Russell 1000 ETF made up 0.34% of Tiedemann Advisors's portfolio in Q3 2023, its #36 holding.
  • Tiedemann Advisors first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 23 quarters since.
  • Tiedemann Advisors's iShares Russell 1000 ETF position peaked at $11.2M in Q2 2021.
  • 1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

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