TA
IWF icon

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

Tiedemann Advisors’s Portfolio IWF Stock Details IWF Fund Activity
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

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tiedemann Advisors's IWF Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q3 2023, buying an estimated $197K and bringing the position to 75,912 shares worth $5.06M. The position accounts for 0.22% of the portfolio, ranked #48.

Tiedemann Advisors first reported a position in IWF in Q4 2016 and has held it in 28 quarters since. The position peaked at $19.5M in Q2 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

  • Tiedemann Advisors held 75,912 shares of iShares Russell 1000 Growth ETF worth $5.06M as of Q3 2023.
  • Tiedemann Advisors bought 2,856 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $197K.
  • iShares Russell 1000 Growth ETF made up 0.22% of Tiedemann Advisors's portfolio in Q3 2023, its #48 holding.
  • Tiedemann Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's iShares Russell 1000 Growth ETF position peaked at $19.5M in Q2 2021.
  • 1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

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