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Tiedemann Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tiedemann Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,029
Closed -$229K – 276
2022
Q1 		$263K Hold
1,029
– – 0.01% 247
2021
Q4 		$302K Sell
1,029
-2,700
-72% -$814K 0.01% 235
2021
Q3 		$1.09M Sell
3,729
-4,888
-57% -$1.47M 0.06% 129
2021
Q2 		$2.69M Sell
8,617
-63
-0.7% -$19K 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% -$242K 0.09% 130
2020
Q2 		$2.02M Buy
9,785
+2,625
+37% +$491K 0.11% 112
2020
Q1 		$1.13M Buy
7,160
+136
+2% +$27K 0.07% 144
2019
Q4 		$1.51M Sell
7,024
-57
-0.8% -$11.6K 0.07% 133
2019
Q3 		$1.36M Sell
7,081
-35
-0.5% -$6.94K 0.07% 144
2019
Q2 		$1.43M Buy
7,116
+567
+9% +$112K 0.07% 132
2019
Q1 		$1.29M Sell
6,549
-246
-4% -$46.8K 0.06% 187
2018
Q4 		$1.14M Buy
6,795
+2
+0% +$373 0.06% 191
2018
Q3 		$1.47M Buy
6,793
+1,030
+18% +$220K 0.09% 135
2018
Q2 		$1.18M Buy
5,763
+1,996
+53% +$399K 0.08% 145
2018
Q1 		$718K Buy
3,767
+168
+5% +$32.3K 0.05% 170
2017
Q4 		$672K Buy
+3,599
New +$657K 0.05% 139

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Tiedemann Advisors's IWO Position: Q2 2022 in Review

Tiedemann Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 1,029 shares — an estimated $229K sold.

Tiedemann Advisors first reported a position in IWO in Q4 2017 and held it in 18 quarters. The position peaked at $2.69M in Q2 2021. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

  • Tiedemann Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 1,029 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $229K.
  • Tiedemann Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 18 quarters.
  • Tiedemann Advisors's iShares Russell 2000 Growth ETF position peaked at $2.69M in Q2 2021.
  • 790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.