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Rowland Carmichael Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Rowland Carmichael Advisors’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$5K Hold
44
– – ﹤0.01% 363
2020
Q3 		$4K Hold
44
– – ﹤0.01% 338
2020
Q2 		$4K Hold
44
– – ﹤0.01% 335
2020
Q1 		$3K Buy
+44
New +$3.88K ﹤0.01% 316

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Rowland Carmichael Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2020 at 44 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Rowland Carmichael Advisors first reported a position in IJT in Q1 2020 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold IJT as of Q4 2020.

  • Rowland Carmichael Advisors held 44 shares of iShares S&P Small-Cap 600 Growth ETF worth $5K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2020.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #363 holding.
  • Rowland Carmichael Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2020.

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