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Tiedemann Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Tiedemann Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.12M Sell
28,825
-385
-1% -$72.3K 0.22% 47
2023
Q2 		$5.47M Sell
29,210
-1,894
-6% -$338K 0.23% 44
2023
Q1 		$5.55M Sell
31,104
-4,605
-13% -$848K 0.25% 41
2022
Q4 		$6.23M Buy
35,709
+1,208
+4% +$215K 0.3% 39
2022
Q3 		$5.69M Sell
34,501
-2,491
-7% -$454K 0.35% 35
2022
Q2 		$6.26M Buy
36,992
+727
+2% +$134K 0.47% 31
2022
Q1 		$7.44M Sell
36,265
-866
-2% -$177K 0.38% 36
2021
Q4 		$8.26M Buy
37,131
+2,503
+7% +$566K 0.4% 36
2021
Q3 		$7.58M Sell
34,628
-1,868
-5% -$414K 0.4% 34
2021
Q2 		$8.37M Buy
36,496
+4,256
+13% +$957K 0.34% 36
2021
Q1 		$7.13M Buy
32,240
+1,605
+5% +$350K 0.31% 41
2020
Q4 		$6.01M Buy
30,635
+2,636
+9% +$461K 0.29% 43
2020
Q3 		$4.19M Sell
27,999
-2,059
-7% -$310K 0.2% 69
2020
Q2 		$4.3M Sell
30,058
-3,784
-11% -$497K 0.23% 66
2020
Q1 		$3.87M Sell
33,842
-20,473
-38% -$3.05M 0.25% 69
2019
Q4 		$9M Buy
54,315
+6,198
+13% +$980K 0.43% 50
2019
Q3 		$7.28M Sell
48,117
-483
-1% -$73.8K 0.35% 55
2019
Q2 		$7.56M Sell
48,600
-1,414
-3% -$218K 0.38% 49
2019
Q1 		$7.66M Buy
50,014
+897
+2% +$135K 0.36% 54
2018
Q4 		$6.57M Buy
49,117
+2,532
+5% +$378K 0.34% 57
2018
Q3 		$7.87M Buy
46,585
+3,686
+9% +$622K 0.47% 48
2018
Q2 		$7.03M Buy
42,899
+8,305
+24% +$1.33M 0.45% 53
2018
Q1 		$5.25M Buy
34,594
+2,660
+8% +$411K 0.36% 53
2017
Q4 		$4.87M Buy
31,934
+20,835
+188% +$3.13M 0.37% 50
2017
Q3 		$1.4M Buy
11,099
+27
+0.2% +$3.8K 0.13% 118
2017
Q2 		$1.56M Hold
11,072
– – 0.11% 146
2017
Q1 		$1.52M Buy
11,072
+746
+7% +$102K 0.13% 138
2016
Q4 		$1.39M Buy
+10,326
New +$1.32M 0.14% 117

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tiedemann Advisors's IWM Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2023, selling an estimated $72.3K and leaving 28,825 shares worth $5.12M. The position accounts for 0.22% of the portfolio, ranked #47.

Tiedemann Advisors first reported a position in IWM in Q4 2016 and has held it in 28 quarters since. The position peaked at $9M in Q4 2019. 1,916 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

  • Tiedemann Advisors held 28,825 shares of iShares Russell 2000 ETF worth $5.12M as of Q3 2023.
  • Tiedemann Advisors sold 385 iShares Russell 2000 ETF shares in Q3 2023, an estimated $72.3K.
  • iShares Russell 2000 ETF made up 0.22% of Tiedemann Advisors's portfolio in Q3 2023, its #47 holding.
  • Tiedemann Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's iShares Russell 2000 ETF position peaked at $9M in Q4 2019.
  • 1,916 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

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