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Carmichael Hill & Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Carmichael Hill & Associates’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-153
Closed -$13K – 709
2020
Q1 		$13K Hold
153
– – 0.01% 424
2019
Q4 		$20K Buy
+153
New +$18.9K 0.01% 401

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Carmichael Hill & Associates's IWN Position: Q2 2020 in Review

Carmichael Hill & Associates sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 153 shares — an estimated $13K sold.

Carmichael Hill & Associates first reported a position in IWN in Q4 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 631 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

  • Carmichael Hill & Associates reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 153 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $13K.
  • Carmichael Hill & Associates first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 2 quarters.
  • Carmichael Hill & Associates's iShares Russell 2000 Value ETF position peaked at $20K in Q4 2019.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Carmichael Hill & Associates's 13F filing for Q2 2020, filed 5 Aug 2020.