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Rowland Carmichael Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Rowland Carmichael Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-55
Closed -$7K – 299
2017
Q1 		$7K Hold
55
– – ﹤0.01% 274
2016
Q4 		$7K Hold
55
– – ﹤0.01% 294
2016
Q3 		$7K Hold
55
– – ﹤0.01% 276
2016
Q2 		$6K Hold
55
– – ﹤0.01% 283
2016
Q1 		$6K Buy
+55
New +$5.94K 0.01% 202

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rowland Carmichael Advisors's IWB Position: Q2 2017 in Review

Rowland Carmichael Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2017, closing a stake of 55 shares — an estimated $7K sold.

Rowland Carmichael Advisors first reported a position in IWB in Q1 2016 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 519 funds tracked by Wall St. Rank hold IWB as of Q2 2017.

  • Rowland Carmichael Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 55 iShares Russell 1000 ETF shares in Q2 2017, an estimated $7K.
  • Rowland Carmichael Advisors first reported a position in iShares Russell 1000 ETF in Q1 2016 and held it in 5 quarters.
  • Rowland Carmichael Advisors's iShares Russell 1000 ETF position peaked at $7K in Q1 2017.
  • 519 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2017, filed 10 Feb 2020.