Tiedemann Wealth Management Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-102,112	Closed	-$3.36M	–	8
2017 Q1	$3.36M	Sell	102,112 -1,608	-2%	-$52.9K	13.54%	2
2016 Q4	$3.16M	Sell	103,720 -147,160	-59%	-$4.48M	7.03%	7
2016 Q3	$7.63M	Buy	+250,880	New	+$7.63M	18.91%	2