Tiedemann Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tiedemann Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$926K	Hold	10,115	–	–	0.04%	126
2023 Q2	$977K	Buy	10,115 +169	+2%	+$15.4K	0.04%	119
2023 Q1	$906K	Hold	9,946	–	–	0.04%	118
2022 Q4	$831K	Hold	9,946	–	–	0.04%	130
2022 Q3	$781K	Sell	9,946 -174	-2%	-$15K	0.05%	124
2022 Q2	$802K	Sell	10,120 -2,538	-20%	-$221K	0.06%	127
2022 Q1	$1.27M	Hold	12,658	–	–	0.06%	128
2021 Q4	$1.46M	Sell	12,658 -43	-0.3%	-$5.01K	0.07%	112
2021 Q3	$1.42M	Sell	12,701 -29,790	-70%	-$3.43M	0.08%	108
2021 Q2	$4.81M	Buy	42,491 +44	+0.1%	+$4.7K	0.19%	61
2021 Q1	$4.33M	Hold	42,447	–	–	0.19%	60
2020 Q4	$4.36M	Sell	42,447 -319	-0.7%	-$30.4K	0.21%	56
2020 Q3	$3.7M	Buy	42,766 +744	+2%	+$62.8K	0.18%	80
2020 Q2	$3.32M	Buy	42,022 +28,878	+220%	+$2.09M	0.18%	87
2020 Q1	$799K	Sell	13,144 -2,222	-14%	-$162K	0.05%	172
2019 Q4	$1.17M	Sell	15,366 -628	-4%	-$46K	0.06%	150
2019 Q3	$1.13M	Buy	15,994 +8	+0.1%	+$575	0.05%	164
2019 Q2	$1.14M	Sell	15,986 -426	-3%	-$29.6K	0.06%	144
2019 Q1	$1.11M	Buy	16,412 +1,408	+9%	+$90.4K	0.05%	206
2018 Q4	$853K	Buy	15,004 +850	+6%	+$51.7K	0.04%	224
2018 Q3	$962K	Sell	14,154 -11,992	-46%	-$797K	0.06%	173
2018 Q2	$1.66M	Buy	26,146 +6	+0%	+$378	0.11%	120
2018 Q1	$1.61M	Hold	26,140	–	–	0.11%	108
2017 Q4	$1.57M	Buy	26,140 +350	+1%	+$20.6K	0.12%	92
2017 Q3	$1.46M	Sell	25,790 -358	-1%	-$19.6K	0.13%	115
2017 Q2	$1.41M	Buy	26,148 +13,706	+110%	+$729K	0.1%	157
2017 Q1	$645K	Buy	12,442 +452	+4%	+$23.1K	0.05%	234
2016 Q4	$584K	Buy	+11,990	New	+$578K	0.06%	191

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tiedemann Advisors's IWP Position: Q3 2023 in Review

Tiedemann Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2023 at 10,115 shares worth $926K. The position accounts for 0.04% of the portfolio, ranked #126.

Tiedemann Advisors first reported a position in IWP in Q4 2016 and has held it in 28 quarters since. The position peaked at $4.81M in Q2 2021. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

Tiedemann Advisors held 10,115 shares of iShares Russell Mid-Cap Growth ETF worth $926K as of Q3 2023.
Tiedemann Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2023.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #126 holding.
Tiedemann Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 28 quarters since.
Tiedemann Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.81M in Q2 2021.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.