Rowland Carmichael Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$7K	Hold	92	–	–	﹤0.01%	356
2020 Q3	$6K	Hold	92	–	–	﹤0.01%	334
2020 Q2	$5K	Hold	92	–	–	﹤0.01%	333
2020 Q1	$4K	Buy	+92	New	+$5.06K	﹤0.01%	313

Other funds holding IJK

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Rowland Carmichael Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2020 at 92 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Rowland Carmichael Advisors first reported a position in IJK in Q1 2020 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

Rowland Carmichael Advisors held 92 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7K as of Q4 2020.
Rowland Carmichael Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2020.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #356 holding.
Rowland Carmichael Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 4 quarters since.
670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

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