Carmichael Hill & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$48.4K	Hold	413	–	–	0.02%	373
2024 Q2	$45.6K	Buy	413 +97	+31%	+$10.7K	0.02%	355
2024 Q1	$36.1K	Hold	316	–	–	0.01%	398
2023 Q4	$33K	Hold	316	–	–	0.01%	411
2023 Q3	$28.9K	Hold	316	–	–	0.01%	416
2023 Q2	$30.5K	Hold	316	–	–	0.01%	410
2023 Q1	$28.8K	Sell	316 -90	-22%	-$8.03K	0.01%	403
2022 Q4	$33.9K	Hold	406	–	–	0.02%	398
2022 Q3	$32K	Hold	406	–	–	0.02%	405
2022 Q2	$32K	Hold	406	–	–	0.02%	398
2022 Q1	$41K	Hold	406	–	–	0.02%	395
2021 Q4	$47K	Hold	406	–	–	0.02%	380
2021 Q3	$46K	Hold	406	–	–	0.02%	362
2021 Q2	$46K	Hold	406	–	–	0.02%	368
2021 Q1	$41K	Sell	406 -197	-33%	-$20.6K	0.02%	367
2020 Q4	$62K	Sell	603 -187	-24%	-$17.8K	0.04%	286
2020 Q3	$68K	Hold	790	–	–	0.05%	264
2020 Q2	$62K	Hold	790	–	–	0.05%	253
2020 Q1	$48K	Hold	790	–	–	0.04%	256
2019 Q4	$60K	Buy	+790	New	+$57.9K	0.04%	258

Other funds holding IWP

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCWM

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

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

Carmichael Hill & Associates held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2024 at 413 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #373.

Carmichael Hill & Associates first reported a position in IWP in Q4 2019 and has held it in 20 quarters since. The position peaked at $68K in Q3 2020. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Carmichael Hill & Associates held 413 shares of iShares Russell Mid-Cap Growth ETF worth $48.4K as of Q3 2024.
Carmichael Hill & Associates left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2024.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #373 holding.
Carmichael Hill & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $68K in Q3 2020.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

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