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Rowland Carmichael Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rowland Carmichael Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$19K Hold
296
– – 0.01% 339
2020
Q3 		$17K Hold
296
– – 0.01% 318
2020
Q2 		$15K Hold
296
– – 0.01% 313
2020
Q1 		$12K Buy
+296
New +$14K 0.01% 297

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Rowland Carmichael Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2020 at 296 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #339.

Rowland Carmichael Advisors first reported a position in IVW in Q1 2020 and has held it in 4 quarters since. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • Rowland Carmichael Advisors held 296 shares of iShares S&P 500 Growth ETF worth $19K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q4 2020.
  • iShares S&P 500 Growth ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #339 holding.
  • Rowland Carmichael Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 4 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

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