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	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