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
2023 Q2	$225K	Hold
2023 Q1	$216K	Hold
2022 Q4	$208K	Buy
2022 Q3	–	Sell
2022 Q2	$220K	Sell
2022 Q1	$1.95M	Hold
2021 Q4	$2.08M	Sell
2021 Q3	$2.1M	Hold
2021 Q2	$2.13M	Hold
2021 Q1	$1.99M	Buy
2020 Q4	$1.79M	Hold
2020 Q3	$1.5M	Hold
2020 Q2	$1.4M	Sell
2020 Q1	$1.61M	Buy
2019 Q4	$1.58M	Sell
2019 Q3	$1.69M	Hold
2019 Q2	$1.68M	Buy
2019 Q1	$1.3M	Sell
2018 Q4	$1.61M	Buy
2018 Q3	$1.88M	Buy
2018 Q2	$744K	Hold
2018 Q1	$724K	Buy