RCA
IWP icon

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

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return