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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	376
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	346
2020 Q2	$1K	Buy	+5	New	+$935	﹤0.01%	343
2018 Q4	–	Sell	-58	Closed	-$12K	–	333
2018 Q3	$12K	Hold	58	–	–	﹤0.01%	332
2018 Q2	$12K	Buy	58 +45	+346%	+$9K	0.01%	335
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	305
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	313
2017 Q3	$2K	Hold	13	–	–	﹤0.01%	290
2017 Q2	$2K	Hold	13	–	–	﹤0.01%	286
2017 Q1	$2K	Hold	13	–	–	﹤0.01%	280
2016 Q4	$2K	Hold	13	–	–	﹤0.01%	301
2016 Q3	$2K	Hold	13	–	–	﹤0.01%	285
2016 Q2	$2K	Sell	13 -350	-96%	-$47.2K	﹤0.01%	292
2016 Q1	$48K	Buy	+363	New	+$45.3K	0.04%	172

Other funds holding IWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Rowland Carmichael Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2020 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Rowland Carmichael Advisors first reported a position in IWO in Q1 2016 and has held it in 14 quarters since. The position peaked at $48K in Q1 2016. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

Rowland Carmichael Advisors held 5 shares of iShares Russell 2000 Growth ETF worth $1K as of Q4 2020.
Rowland Carmichael Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2020.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #376 holding.
Rowland Carmichael Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 14 quarters since.
Rowland Carmichael Advisors's iShares Russell 2000 Growth ETF position peaked at $48K in Q1 2016.
804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

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