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

Tiedemann Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$215K	Hold	3,086	–	–	0.01%	257
2023 Q2	$225K	Hold	3,086	–	–	0.01%	234
2023 Q1	$216K	Hold	3,086	–	–	0.01%	221
2022 Q4	$208K	Buy	+3,086	New	+$208K	0.01%	223
2022 Q3	–	Sell	-3,401	Closed	-$220K	–	240
2022 Q2	$220K	Sell	3,401 -21,621	-86%	-$1.54M	0.02%	208
2022 Q1	$1.95M	Hold	25,022	–	–	0.1%	93
2021 Q4	$2.08M	Sell	25,022 -1,811	-7%	-$149K	0.1%	88
2021 Q3	$2.1M	Hold	26,833	–	–	0.11%	81
2021 Q2	$2.13M	Hold	26,833	–	–	0.09%	102
2021 Q1	$1.99M	Buy	26,833 +741	+3%	+$53.6K	0.09%	103
2020 Q4	$1.79M	Hold	26,092	–	–	0.09%	107
2020 Q3	$1.5M	Hold	26,092	–	–	0.07%	148
2020 Q2	$1.4M	Sell	26,092 -11,105	-30%	-$557K	0.07%	136
2020 Q1	$1.61M	Buy	37,197 +10,660	+40%	+$587K	0.1%	114
2019 Q4	$1.58M	Sell	26,537 -3,566	-12%	-$205K	0.08%	130
2019 Q3	$1.69M	Hold	30,103	–	–	0.08%	132
2019 Q2	$1.68M	Buy	30,103 +6,072	+25%	+$333K	0.08%	119
2019 Q1	$1.3M	Sell	24,031 -10,660	-31%	-$552K	0.06%	186
2018 Q4	$1.61M	Buy	34,691 +723	+2%	+$36.5K	0.08%	154
2018 Q3	$1.88M	Buy	33,968 +19,932	+142%	+$1.09M	0.11%	114
2018 Q2	$744K	Hold	14,036	–	–	0.05%	196
2018 Q1	$724K	Buy	+14,036	New	+$740K	0.05%	168

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tiedemann Advisors's IWR Position: Q3 2023 in Review

Tiedemann Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2023 at 3,086 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #257.

Tiedemann Advisors first reported a position in IWR in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.13M in Q2 2021. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

Tiedemann Advisors held 3,086 shares of iShares Russell Mid-Cap ETF worth $215K as of Q3 2023.
Tiedemann Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2023.
iShares Russell Mid-Cap ETF made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #257 holding.
Tiedemann Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 22 quarters since.
Tiedemann Advisors's iShares Russell Mid-Cap ETF position peaked at $2.13M in Q2 2021.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

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