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Tiedemann Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tiedemann Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.79M Sell
31,332
-165
-0.5% -$26.2K 0.21% 51
2023
Q2 		$4.97M Sell
31,497
-190
-0.6% -$29K 0.21% 47
2023
Q1 		$4.82M Sell
31,687
-405
-1% -$62.5K 0.22% 45
2022
Q4 		$4.87M Buy
32,092
+45
+0.1% +$6.74K 0.23% 43
2022
Q3 		$4.36M Buy
32,047
+8,624
+37% +$1.3M 0.26% 43
2022
Q2 		$3.39M Buy
23,423
+166
+0.7% +$26K 0.26% 49
2022
Q1 		$3.86M Sell
23,257
-3,229
-12% -$530K 0.2% 63
2021
Q4 		$4.45M Buy
26,486
+11,096
+72% +$1.82M 0.22% 57
2021
Q3 		$2.41M Sell
15,390
-60,041
-80% -$9.63M 0.13% 76
2021
Q2 		$12M Buy
75,431
+25
+0% +$3.96K 0.48% 30
2021
Q1 		$11.4M Buy
75,406
+309
+0.4% +$44.7K 0.5% 29
2020
Q4 		$10.3M Buy
75,097
+10,673
+17% +$1.37M 0.5% 29
2020
Q3 		$7.61M Buy
64,424
+579
+0.9% +$68.7K 0.37% 42
2020
Q2 		$7.19M Sell
63,845
-2,785
-4% -$306K 0.38% 42
2020
Q1 		$6.61M Buy
66,630
+16,805
+34% +$2.09M 0.43% 42
2019
Q4 		$6.8M Sell
49,825
-1,223
-2% -$161K 0.33% 58
2019
Q3 		$6.55M Buy
51,048
+9,470
+23% +$1.2M 0.31% 59
2019
Q2 		$5.29M Buy
41,578
+1,039
+3% +$130K 0.27% 63
2019
Q1 		$5.01M Buy
40,539
+1,350
+3% +$162K 0.24% 73
2018
Q4 		$4.35M Buy
39,189
+745
+2% +$89.3K 0.22% 78
2018
Q3 		$4.9M Sell
38,444
-607
-2% -$76.2K 0.29% 64
2018
Q2 		$4.74M Buy
39,051
+32,406
+488% +$3.94M 0.3% 66
2018
Q1 		$797K Buy
6,645
+2,597
+64% +$324K 0.05% 160
2017
Q4 		$502K Sell
4,048
-2,624
-39% -$318K 0.04% 156
2017
Q3 		$758K Sell
6,672
-80
-1% -$9.32K 0.07% 173
2017
Q2 		$786K Sell
6,752
-30
-0.4% -$3.45K 0.06% 245
2017
Q1 		$779K Sell
6,782
-2,900
-30% -$333K 0.07% 212
2016
Q4 		$1.04M Buy
+9,682
New +$1.05M 0.1% 145

Other funds holding IWD

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Tiedemann Advisors's IWD Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.52% in Q3 2023, selling an estimated $26.2K and leaving 31,332 shares worth $4.79M. The position accounts for 0.21% of the portfolio, ranked #51.

Tiedemann Advisors first reported a position in IWD in Q4 2016 and has held it in 28 quarters since. The position peaked at $12M in Q2 2021. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

  • Tiedemann Advisors held 31,332 shares of iShares Russell 1000 Value ETF worth $4.79M as of Q3 2023.
  • Tiedemann Advisors sold 165 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $26.2K.
  • iShares Russell 1000 Value ETF made up 0.21% of Tiedemann Advisors's portfolio in Q3 2023, its #51 holding.
  • Tiedemann Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's iShares Russell 1000 Value ETF position peaked at $12M in Q2 2021.
  • 1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

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