Tiedemann Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Tiedemann Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,593	Closed	-$595K	–	331
2021 Q2	$595K	Hold	3,593	–	–	0.02%	219
2021 Q1	$573K	Hold	3,593	–	–	0.03%	204
2020 Q4	$475K	Hold	3,593	–	–	0.02%	207
2020 Q3	$358K	Sell	3,593 -1,798	-33%	-$183K	0.02%	248
2020 Q2	$526K	Sell	5,391 -903	-14%	-$82.1K	0.03%	209
2020 Q1	$516K	Sell	6,294 -231	-4%	-$25.9K	0.03%	201
2019 Q4	$838K	Sell	6,525 -1,013	-13%	-$125K	0.04%	175
2019 Q3	$901K	Buy	7,538 +2,739	+57%	+$324K	0.04%	183
2019 Q2	$580K	Buy	4,799 +324	+7%	+$39.1K	0.03%	189
2019 Q1	$537K	Buy	4,475 +2	+0%	+$239	0.03%	290
2018 Q4	$482K	Buy	4,473 +6	+0.1%	+$722	0.02%	290
2018 Q3	$598K	Buy	4,467 +846	+23%	+$114K	0.04%	211
2018 Q2	$479K	Buy	+3,621	New	+$467K	0.03%	226
2018 Q1	–	Sell	-2,067	Closed	-$261K	–	267
2017 Q4	$261K	Buy	+2,067	New	+$258K	0.02%	197

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tiedemann Advisors's IWN Position: Q3 2021 in Review

Tiedemann Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2021, closing a stake of 3,593 shares — an estimated $595K sold.

Tiedemann Advisors first reported a position in IWN in Q4 2017 and held it in 14 quarters. The position peaked at $901K in Q3 2019. 832 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

Tiedemann Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 3,593 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $595K.
Tiedemann Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 14 quarters.
Tiedemann Advisors's iShares Russell 2000 Value ETF position peaked at $901K in Q3 2019.
832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.