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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.06M	Buy	18,978 +714	+4%	+$190K	0.22%	48
2023 Q2	$5.03M	Sell	18,264 -2,327	-11%	-$640K	0.21%	46
2023 Q1	$5.03M	Sell	20,591 -163	-0.8%	-$39.8K	0.23%	43
2022 Q4	$4.45M	Sell	20,754 -640	-3%	-$137K	0.21%	44
2022 Q3	$4.5M	Buy	21,394 +1,022	+5%	+$215K	0.27%	42
2022 Q2	$4.46M	Sell	20,372 -3,797	-16%	-$831K	0.34%	39
2022 Q1	$6.71M	Sell	24,169 -7,309	-23%	-$2.03M	0.34%	40
2021 Q4	$9.62M	Sell	31,478 -2,974	-9%	-$909K	0.47%	30
2021 Q3	$9.44M	Sell	34,452 -37,416	-52%	-$10.3M	0.5%	33
2021 Q2	$19.5M	Buy	71,868 +3,460	+5%	+$939K	0.78%	20
2021 Q1	$16.6M	Buy	68,408 +3,898	+6%	+$947K	0.73%	23
2020 Q4	$15.6M	Buy	64,510 +5,157	+9%	+$1.24M	0.75%	23
2020 Q3	$12.9M	Buy	59,353 +6,367	+12%	+$1.38M	0.62%	29
2020 Q2	$10.2M	Sell	52,986 -3,049	-5%	-$585K	0.54%	32
2020 Q1	$8.44M	Buy	56,035 +21,344	+62%	+$3.22M	0.55%	33
2019 Q4	$6.1M	Sell	34,691 -612	-2%	-$108K	0.29%	62
2019 Q3	$5.64M	Buy	35,303 +7,335	+26%	+$1.17M	0.27%	66
2019 Q2	$4.4M	Buy	27,968 +4,552	+19%	+$716K	0.22%	72
2019 Q1	$3.55M	Buy	23,416 +783	+3%	+$119K	0.17%	93
2018 Q4	$2.96M	Buy	22,633 +28	+0.1%	+$3.66K	0.15%	106
2018 Q3	$3.54M	Buy	22,605 +3,571	+19%	+$559K	0.21%	80
2018 Q2	$2.74M	Buy	19,034 +15,677	+467%	+$2.25M	0.17%	89
2018 Q1	$457K	Buy	3,357 +568	+20%	+$77.3K	0.03%	203
2017 Q4	$376K	Sell	2,789 -3,004	-52%	-$405K	0.03%	172
2017 Q3	$653K	Sell	5,793 -395	-6%	-$44.5K	0.06%	185
2017 Q2	$736K	Buy	6,188 +53	+0.9%	+$6.3K	0.05%	259
2017 Q1	$698K	Buy	6,135 +2,748	+81%	+$313K	0.06%	223
2016 Q4	$355K	Buy	+3,387	New	+$355K	0.04%	249