Rowland Carmichael Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-118	Closed	-$8K	–	334
2018 Q3	$8K	Hold	118	–	–	﹤0.01%	336
2018 Q2	$7K	Hold	118	–	–	﹤0.01%	340
2018 Q1	$7K	Hold	118	–	–	﹤0.01%	301
2017 Q4	$7K	Hold	118	–	–	﹤0.01%	308
2017 Q3	$7K	Hold	118	–	–	﹤0.01%	287
2017 Q2	$6K	Hold	118	–	–	﹤0.01%	282
2017 Q1	$6K	Hold	118	–	–	﹤0.01%	276
2016 Q4	$6K	Hold	118	–	–	﹤0.01%	296
2016 Q3	$6K	Hold	118	–	–	﹤0.01%	277
2016 Q2	$6K	Sell	118 -94	-44%	-$4.35K	﹤0.01%	284
2016 Q1	$10K	Buy	+212	New	+$9.16K	0.01%	197

Other funds holding IWP

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Rowland Carmichael Advisors's IWP Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2018, closing a stake of 118 shares — an estimated $8K sold.

Rowland Carmichael Advisors first reported a position in IWP in Q1 2016 and held it in 11 quarters. The position peaked at $10K in Q1 2016. 528 funds tracked by Wall St. Rank hold IWP as of Q4 2018.

Rowland Carmichael Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 118 iShares Russell Mid-Cap Growth ETF shares in Q4 2018, an estimated $8K.
Rowland Carmichael Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and held it in 11 quarters.
Rowland Carmichael Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $10K in Q1 2016.
528 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.