Tiedemann Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.12M | Sell |
|
|||||
|
2023
Q2 | $5.47M | Sell |
|
|||||
|
2023
Q1 | $5.55M | Sell |
|
|||||
|
2022
Q4 | $6.23M | Buy |
|
|||||
|
2022
Q3 | $5.69M | Sell |
|
|||||
|
2022
Q2 | $6.26M | Buy |
|
|||||
|
2022
Q1 | $7.44M | Sell |
|
|||||
|
2021
Q4 | $8.26M | Buy |
|
|||||
|
2021
Q3 | $7.58M | Sell |
|
|||||
|
2021
Q2 | $8.37M | Buy |
|
|||||
|
2021
Q1 | $7.13M | Buy |
|
|||||
|
2020
Q4 | $6.01M | Buy |
|
|||||
|
2020
Q3 | $4.19M | Sell |
|
|||||
|
2020
Q2 | $4.3M | Sell |
|
|||||
|
2020
Q1 | $3.87M | Sell |
|
|||||
|
2019
Q4 | $9M | Buy |
|
|||||
|
2019
Q3 | $7.28M | Sell |
|
|||||
|
2019
Q2 | $7.56M | Sell |
|
|||||
|
2019
Q1 | $7.66M | Buy |
|
|||||
|
2018
Q4 | $6.57M | Buy |
|
|||||
|
2018
Q3 | $7.87M | Buy |
|
|||||
|
2018
Q2 | $7.03M | Buy |
|
|||||
|
2018
Q1 | $5.25M | Buy |
|
|||||
|
2017
Q4 | $4.87M | Buy |
|
|||||
|
2017
Q3 | $1.4M | Buy |
|
|||||
|
2017
Q2 | $1.56M | Hold |
|
|||||
|
2017
Q1 | $1.52M | Buy |
|
|||||
|
2016
Q4 | $1.39M | Buy |
|