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Rowland Carmichael Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rowland Carmichael Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-980
Closed -$88K – 357
2019
Q3 		$88K Buy
+980
New +$86.8K 0.03% 293

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rowland Carmichael Advisors's IWS Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2019, closing a stake of 980 shares — an estimated $88K sold.

Rowland Carmichael Advisors first reported a position in IWS in Q3 2019 and held it in 1 quarter. The position peaked at $88K in Q3 2019. 620 funds tracked by Wall St. Rank hold IWS as of Q4 2019.

  • Rowland Carmichael Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 980 iShares Russell Mid-Cap Value ETF shares in Q4 2019, an estimated $88K.
  • Rowland Carmichael Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Rowland Carmichael Advisors's iShares Russell Mid-Cap Value ETF position peaked at $88K in Q3 2019.
  • 620 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.