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

Tiedemann Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,377	Closed	-$643K	–	277
2022 Q1	$643K	Buy	5,377 +35	+0.7%	+$4.12K	0.03%	169
2021 Q4	$654K	Hold	5,342	–	–	0.03%	168
2021 Q3	$605K	Hold	5,342	–	–	0.03%	175
2021 Q2	$614K	Hold	5,342	–	–	0.02%	215
2021 Q1	$583K	Buy	+5,342	New	+$556K	0.03%	202
2019 Q2	–	Sell	-2,576	Closed	-$223K	–	363
2019 Q1	$223K	Buy	+2,576	New	+$217K	0.01%	405

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Tiedemann Advisors's IWS Position: Q2 2022 in Review

Tiedemann Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2022, closing a stake of 5,377 shares — an estimated $643K sold.

Tiedemann Advisors first reported a position in IWS in Q1 2019 and held it in 6 quarters. The position peaked at $654K in Q4 2021. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

Tiedemann Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 5,377 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $643K.
Tiedemann Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 6 quarters.
Tiedemann Advisors's iShares Russell Mid-Cap Value ETF position peaked at $654K in Q4 2021.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

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