Carmichael Hill & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Carmichael Hill & Associates’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$117K	Buy	411 +154	+60%	+$42.2K	0.04%	246
2024 Q2	$67.5K	Buy	257 +42	+20%	+$10.9K	0.03%	297
2024 Q1	$58.2K	Hold	215	–	–	0.02%	323
2023 Q4	$54.2K	Hold	215	–	–	0.02%	333
2023 Q3	$48.2K	Hold	215	–	–	0.02%	334
2023 Q2	$52.2K	Hold	215	–	–	0.02%	326
2023 Q1	$48.8K	Hold	215	–	–	0.02%	329
2022 Q4	$46.1K	Hold	215	–	–	0.02%	352
2022 Q3	$44K	Hold	215	–	–	0.02%	347
2022 Q2	$44K	Hold	215	–	–	0.02%	354
2022 Q1	$55K	Hold	215	–	–	0.03%	342
2021 Q4	$63K	Hold	215	–	–	0.03%	329
2021 Q3	$63K	Hold	215	–	–	0.03%	311
2021 Q2	$67K	Hold	215	–	–	0.03%	304
2021 Q1	$65K	Hold	215	–	–	0.04%	293
2020 Q4	$62K	Hold	215	–	–	0.04%	285
2020 Q3	$48K	Buy	215 +40	+23%	+$8.76K	0.03%	299
2020 Q2	$36K	Hold	175	–	–	0.03%	324
2020 Q1	$28K	Sell	175 -108	-38%	-$21.4K	0.02%	334
2019 Q4	$61K	Buy	+283	New	+$57.4K	0.04%	255

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Carmichael Hill & Associates increased its iShares Russell 2000 Growth ETF (IWO) stake by 60% in Q3 2024, buying an estimated $42.2K and bringing the position to 411 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #246.

Carmichael Hill & Associates first reported a position in IWO in Q4 2019 and has held it in 20 quarters since. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

Carmichael Hill & Associates held 411 shares of iShares Russell 2000 Growth ETF worth $117K as of Q3 2024.
Carmichael Hill & Associates bought 154 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $42.2K.
iShares Russell 2000 Growth ETF made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #246 holding.
Carmichael Hill & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

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