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Carmichael Hill & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Carmichael Hill & Associates’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$43.5K Buy
229
+193
+536% +$35.2K 0.02% 390
2024
Q2 		$6.28K Hold
36
– – ﹤0.01% 619
2024
Q1 		$6.45K Hold
36
– – ﹤0.01% 614
2023
Q4 		$5.95K Hold
36
– – ﹤0.01% 634
2023
Q3 		$5.47K Hold
36
– – ﹤0.01% 632
2023
Q2 		$5.68K Buy
+36
New +$5.5K ﹤0.01% 630

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmichael Hill & Associates's IWD Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares Russell 1000 Value ETF (IWD) stake by 536% in Q3 2024, buying an estimated $35.2K and bringing the position to 229 shares worth $43.5K. The position accounts for 0.02% of the portfolio, ranked #390.

Carmichael Hill & Associates first reported a position in IWD in Q2 2023 and has held it in 6 quarters since. 1,580 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

  • Carmichael Hill & Associates held 229 shares of iShares Russell 1000 Value ETF worth $43.5K as of Q3 2024.
  • Carmichael Hill & Associates bought 193 iShares Russell 1000 Value ETF shares in Q3 2024, an estimated $35.2K.
  • iShares Russell 1000 Value ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #390 holding.
  • Carmichael Hill & Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 6 quarters since.
  • 1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.