Rowland Carmichael Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$14K	Hold	110	–	–	﹤0.01%	346
2020 Q3	$12K	Hold	110	–	–	﹤0.01%	325
2020 Q2	$12K	Hold	110	–	–	0.01%	322
2020 Q1	$11K	Buy	+110	New	+$13.1K	0.01%	300

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

Rowland Carmichael Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2020 at 110 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Rowland Carmichael Advisors first reported a position in IVE in Q1 2020 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

Rowland Carmichael Advisors held 110 shares of iShares S&P 500 Value ETF worth $14K as of Q4 2020.
Rowland Carmichael Advisors left its iShares S&P 500 Value ETF share count unchanged in Q4 2020.
iShares S&P 500 Value ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #346 holding.
Rowland Carmichael Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 4 quarters since.
892 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

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