iShares Russell 3000 Index shares owned by Tiedemann Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Tiedemann Wealth Management
from 13F filings
Historical chart of Tiedemann Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Tiedemann Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $11M | 43k | 246.07 |
| 2023-06-30 | $11M | 44k | 254.48 |
| 2023-03-31 | $11M | 45k | 235.41 |
| 2022-12-31 | $9.9M | 45k | 220.67 |
| 2022-09-30 | $12M | 58k | 207.03 |
| 2022-06-30 | $15M | 70k | 217.41 |
| 2022-03-31 | $17M | 65k | 262.38 |
| 2021-12-31 | $16M | 58k | 277.53 |
| 2021-09-30 | $17M | 65k | 254.87 |
| 2021-06-30 | $22M | 87k | 255.89 |
| 2021-03-31 | $21M | 88k | 237.24 |
| 2020-12-31 | $20M | 91k | 223.55 |
| 2020-09-30 | $19M | 98k | 195.72 |
| 2020-06-30 | $17M | 96k | 180.07 |
| 2020-03-31 | $15M | 102k | 148.33 |
| 2019-12-31 | $19M | 103k | 188.52 |
| 2019-09-30 | $19M | 112k | 173.76 |
| 2019-06-30 | $21M | 120k | 172.38 |
| 2019-03-31 | $19M | 116k | 166.72 |
| 2018-12-31 | $16M | 112k | 146.89 |
| 2018-09-30 | $13M | 73k | 173.08 |
| 2018-06-30 | $11M | 70k | 162.29 |
| 2018-03-31 | $12M | 74k | 156.36 |
| 2017-12-31 | $3.1M | 19k | 158.25 |
| 2017-09-30 | $2.8M | 19k | 149.31 |
| 2017-06-30 | $3.2M | 23k | 143.50 |
| 2017-03-31 | $2.6M | 19k | 139.91 |
| 2016-12-31 | $2.5M | 19k | 132.98 |
| 2016-09-30 | $2.4M | 19k | 126.53 |
| 2016-06-30 | $2.5M | 20k | 124.04 |
| 2016-03-31 | $3.9M | 32k | 120.87 |
| 2015-12-31 | $4.8M | 40k | 120.30 |
| 2015-09-30 | $4.5M | 40k | 113.90 |
| 2015-06-30 | $5.6M | 45k | 123.98 |
More positions owned by Tiedemann Wealth Management
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