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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-19	Closed	-$2K	–	302
2016 Q4	$2K	Hold	19	–	–	﹤0.01%	300
2016 Q3	$2K	Hold	19	–	–	﹤0.01%	284
2016 Q2	$2K	Sell	19 -300	-94%	-$28.6K	﹤0.01%	291
2016 Q1	$30K	Buy	+319	New	+$27.7K	0.03%	183

Other funds holding IWN

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rowland Carmichael Advisors's IWN Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2017, closing a stake of 19 shares — an estimated $2K sold.

Rowland Carmichael Advisors first reported a position in IWN in Q1 2016 and held it in 4 quarters. The position peaked at $30K in Q1 2016. 544 funds tracked by Wall St. Rank hold IWN as of Q1 2017.

Rowland Carmichael Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 19 iShares Russell 2000 Value ETF shares in Q1 2017, an estimated $2K.
Rowland Carmichael Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and held it in 4 quarters.
Rowland Carmichael Advisors's iShares Russell 2000 Value ETF position peaked at $30K in Q1 2016.
544 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.