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Tiedemann Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Tiedemann Trust’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-44,796
Closed -$5.55M – 67
2015
Q2 		$5.55M Buy
+44,796
New +$5.64M 0.46% 29

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Tiedemann Trust's IWV Position: Q3 2015 in Review

Tiedemann Trust sold out of iShares Russell 3000 ETF (IWV) in Q3 2015, closing a stake of 44,796 shares — an estimated $5.55M sold.

Tiedemann Trust first reported a position in IWV in Q2 2015 and held it in 1 quarter. The position peaked at $5.55M in Q2 2015. 290 funds tracked by Wall St. Rank hold IWV as of Q3 2015.

  • Tiedemann Trust reported no remaining iShares Russell 3000 ETF position as of Q3 2015 after selling out during the quarter.
  • Tiedemann Trust sold 44,796 iShares Russell 3000 ETF shares in Q3 2015, an estimated $5.55M.
  • Tiedemann Trust first reported a position in iShares Russell 3000 ETF in Q2 2015 and held it in 1 quarter.
  • Tiedemann Trust's iShares Russell 3000 ETF position peaked at $5.55M in Q2 2015.
  • 290 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2015.

Based on Tiedemann Trust's 13F filing for Q3 2015, filed 20 Oct 2015.