TA
Tiedemann Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | – | – | 239 |
|
|
2022
Q2 | – | Sell |
-1,029
| Closed | -$263K | – | 273 |
|
|
2022
Q1 | $263K | Hold |
1,029
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $302K | Sell |
1,029
-2,700
| -72% | -$792K | 0.01% | 235 |
|
|
2021
Q3 | $1.1M | Sell |
3,729
-4,888
| -57% | -$1.44M | 0.06% | 129 |
|
|
2021
Q2 | $2.69M | Sell |
8,617
-63
| -0.7% | -$19.7K | 0.11% | 91 |
|
|
2021
Q1 | $2.61M | Hold |
8,680
| – | – | 0.11% | 89 |
|
|
2020
Q4 | $2.49M | Hold |
8,680
| – | – | 0.12% | 87 |
|
|
2020
Q3 | $1.92M | Sell |
8,680
-1,105
| -11% | -$245K | 0.09% | 130 |
|
|
2020
Q2 | $2.02M | Buy |
9,785
+2,625
| +37% | +$543K | 0.11% | 112 |
|
|
2020
Q1 | $1.13M | Buy |
7,160
+136
| +2% | +$21.5K | 0.07% | 144 |
|
|
2019
Q4 | $1.51M | Sell |
7,024
-57
| -0.8% | -$12.2K | 0.07% | 133 |
|
|
2019
Q3 | $1.37M | Sell |
7,081
-35
| -0.5% | -$6.75K | 0.07% | 144 |
|
|
2019
Q2 | $1.43M | Buy |
7,116
+567
| +9% | +$114K | 0.07% | 132 |
|
|
2019
Q1 | $1.29M | Sell |
6,549
-246
| -4% | -$48.3K | 0.06% | 187 |
|
|
2018
Q4 | $1.14M | Buy |
6,795
+2
| +0% | +$336 | 0.06% | 191 |
|
|
2018
Q3 | $1.47M | Buy |
6,793
+1,030
| +18% | +$222K | 0.09% | 135 |
|
|
2018
Q2 | $1.18M | Buy |
5,763
+1,996
| +53% | +$408K | 0.08% | 145 |
|
|
2018
Q1 | $718K | Buy |
3,767
+168
| +5% | +$32K | 0.05% | 170 |
|
|
2017
Q4 | $672K | Buy |
+3,599
| New | +$672K | 0.05% | 139 |
|