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Carmichael Hill & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Carmichael Hill & Associates’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.08K Hold
46
– – ﹤0.01% 649
2024
Q2 		$5.55K Buy
+46
New +$5.59K ﹤0.01% 636

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Carmichael Hill & Associates held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2024 at 46 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Carmichael Hill & Associates first reported a position in IWS in Q2 2024 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • Carmichael Hill & Associates held 46 shares of iShares Russell Mid-Cap Value ETF worth $6.08K as of Q3 2024.
  • Carmichael Hill & Associates left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2024.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #649 holding.
  • Carmichael Hill & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

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