RCA
IWM icon

Rowland Carmichael Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Rowland Carmichael Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$200K Buy
1,021
+24
+2% +$4.2K 0.06% 294
2020
Q3 		$149K Hold
997
– – 0.06% 280
2020
Q2 		$143K Hold
997
– – 0.06% 272
2020
Q1 		$114K Sell
997
-259
-21% -$38.6K 0.06% 251
2019
Q4 		$208K Sell
1,256
-259
-17% -$40.9K 0.07% 280
2019
Q3 		$229K Sell
1,515
-361
-19% -$55.1K 0.08% 256
2019
Q2 		$292K Sell
1,876
-388
-17% -$59.8K 0.1% 206
2019
Q1 		$347K Sell
2,264
-146
-6% -$21.9K 0.13% 176
2018
Q4 		$323K Buy
2,410
+11
+0.5% +$1.64K 0.14% 166
2018
Q3 		$404K Sell
2,399
-3
-0.1% -$506 0.16% 156
2018
Q2 		$393K Sell
2,402
-6
-0.2% -$960 0.17% 162
2018
Q1 		$366K Sell
2,408
-11
-0.5% -$1.7K 0.2% 153
2017
Q4 		$369K Sell
2,419
-135
-5% -$20.3K 0.19% 158
2017
Q3 		$378K Sell
2,554
-29
-1% -$4.08K 0.21% 147
2017
Q2 		$364K Sell
2,583
-38
-1% -$5.26K 0.21% 148
2017
Q1 		$360K Sell
2,621
-349
-12% -$47.7K 0.22% 136
2016
Q4 		$401K Buy
2,970
+169
+6% +$21.6K 0.24% 133
2016
Q3 		$348K Sell
2,801
-167
-6% -$20.3K 0.22% 137
2016
Q2 		$341K Sell
2,968
-774
-21% -$87.3K 0.21% 143
2016
Q1 		$414K Buy
+3,742
New +$387K 0.38% 89

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rowland Carmichael Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q4 2020, buying an estimated $4.2K and bringing the position to 1,021 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #294.

Rowland Carmichael Advisors first reported a position in IWM in Q1 2016 and has held it in 20 quarters since. The position peaked at $414K in Q1 2016. 1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Rowland Carmichael Advisors held 1,021 shares of iShares Russell 2000 ETF worth $200K as of Q4 2020.
  • Rowland Carmichael Advisors bought 24 iShares Russell 2000 ETF shares in Q4 2020, an estimated $4.2K.
  • iShares Russell 2000 ETF made up 0.06% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #294 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's iShares Russell 2000 ETF position peaked at $414K in Q1 2016.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

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