Rowland Carmichael Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rowland Carmichael Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$351K	Sell	7,640 -740	-9%	-$31.2K	0.11%	194
2020 Q3	$311K	Sell	8,380 -435	-5%	-$16.3K	0.12%	189
2020 Q2	$313K	Buy	8,815 +65	+0.7%	+$2.16K	0.13%	183
2020 Q1	$252K	Sell	8,750 -1,860	-18%	-$69.2K	0.13%	196
2019 Q4	$437K	Sell	10,610 -2,865	-21%	-$114K	0.15%	163
2019 Q3	$521K	Sell	13,475 -7,300	-35%	-$281K	0.18%	136
2019 Q2	$807K	Sell	20,775 -1,400	-6%	-$53.7K	0.28%	100
2019 Q1	$840K	Sell	22,175 -740	-3%	-$27.3K	0.31%	88
2018 Q4	$761K	Sell	22,915 -11,110	-33%	-$405K	0.34%	78
2018 Q3	$1.37M	Buy	34,025 +705	+2%	+$28.3K	0.53%	32
2018 Q2	$1.3M	Sell	33,320 -475	-1%	-$18.3K	0.55%	29
2018 Q1	$1.27M	Sell	33,795 -1,815	-5%	-$69.4K	0.69%	27
2017 Q4	$1.35M	Sell	35,610 -830	-2%	-$30.7K	0.7%	26
2017 Q3	$1.3M	Buy	36,440 +2,405	+7%	+$83.8K	0.72%	27
2017 Q2	$1.18M	Sell	34,035 -880	-3%	-$30.4K	0.69%	28
2017 Q1	$1.2M	Sell	34,915 -1,230	-3%	-$41.9K	0.73%	26
2016 Q4	$1.2M	Sell	36,145 -13,160	-27%	-$417K	0.7%	28
2016 Q3	$1.53M	Sell	49,305 -4,430	-8%	-$137K	0.97%	17
2016 Q2	$1.6M	Sell	53,735 -8,990	-14%	-$264K	1.01%	13
2016 Q1	$1.81M	Buy	+62,725	New	+$1.68M	1.67%	12

Other funds holding IJH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rowland Carmichael Advisors's IJH Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.8% in Q4 2020, selling an estimated $31.2K and leaving 7,640 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #194.

Rowland Carmichael Advisors first reported a position in IJH in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.81M in Q1 2016. 1,582 funds tracked by Wall St. Rank hold IJH as of Q4 2020.

Rowland Carmichael Advisors held 7,640 shares of iShares Core S&P Mid-Cap ETF worth $351K as of Q4 2020.
Rowland Carmichael Advisors sold 740 iShares Core S&P Mid-Cap ETF shares in Q4 2020, an estimated $31.2K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #194 holding.
Rowland Carmichael Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.81M in Q1 2016.
1,582 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.