Tiedemann Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.06M	Buy	75,912 +2,856	+4%	+$197K	0.22%	48
2023 Q2	$5.03M	Sell	73,056 -9,308	-11%	-$592K	0.21%	46
2023 Q1	$5.03M	Sell	82,364 -652	-0.8%	-$37.6K	0.23%	43
2022 Q4	$4.45M	Sell	83,016 -2,560	-3%	-$141K	0.21%	44
2022 Q3	$4.5M	Buy	85,576 +4,088	+5%	+$240K	0.27%	42
2022 Q2	$4.46M	Sell	81,488 -15,188	-16%	-$912K	0.34%	39
2022 Q1	$6.71M	Sell	96,676 -29,236	-23%	-$2M	0.34%	40
2021 Q4	$9.62M	Sell	125,912 -11,896	-9%	-$882K	0.47%	30
2021 Q3	$9.44M	Sell	137,808 -149,664	-52%	-$10.6M	0.5%	33
2021 Q2	$19.5M	Buy	287,472 +13,840	+5%	+$892K	0.78%	20
2021 Q1	$16.6M	Buy	273,632 +15,592	+6%	+$949K	0.73%	23
2020 Q4	$15.6M	Buy	258,040 +20,628	+9%	+$1.17M	0.75%	23
2020 Q3	$12.9M	Buy	237,412 +25,468	+12%	+$1.34M	0.62%	29
2020 Q2	$10.2M	Sell	211,944 -12,196	-5%	-$537K	0.54%	32
2020 Q1	$8.44M	Buy	224,140 +85,376	+62%	+$3.68M	0.55%	33
2019 Q4	$6.1M	Sell	138,764 -2,448	-2%	-$102K	0.29%	62
2019 Q3	$5.63M	Buy	141,212 +29,340	+26%	+$1.18M	0.27%	66
2019 Q2	$4.4M	Buy	111,872 +18,208	+19%	+$705K	0.22%	72
2019 Q1	$3.54M	Buy	93,664 +3,132	+3%	+$113K	0.17%	93
2018 Q4	$2.96M	Buy	90,532 +112	+0.1%	+$3.95K	0.15%	106
2018 Q3	$3.54M	Buy	90,420 +14,284	+19%	+$541K	0.21%	80
2018 Q2	$2.74M	Buy	76,136 +62,708	+467%	+$2.21M	0.17%	89
2018 Q1	$457K	Buy	13,428 +2,272	+20%	+$79.6K	0.03%	203
2017 Q4	$376K	Sell	11,156 -12,016	-52%	-$394K	0.03%	172
2017 Q3	$653K	Sell	23,172 -1,580	-6%	-$48.4K	0.06%	185
2017 Q2	$736K	Buy	24,752 +212	+0.9%	+$6.22K	0.05%	259
2017 Q1	$698K	Buy	24,540 +10,992	+81%	+$305K	0.06%	223
2016 Q4	$355K	Buy	+13,548	New	+$352K	0.04%	249