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iShares S&P MidCap 400 Value Index shares owned by Rowland Carmichael Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Rowland Carmichael Advisors from 13F filings

Historical chart of Rowland Carmichael Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Rowland Carmichael Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Rowland Carmichael Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $5.0k 62 80.65
2020-09-30 $4.0k 31 129.03
2020-06-30 $4.0k 31 129.03
2020-03-31 $3.0k 31 96.77

More positions owned by Rowland Carmichael Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Ishares Msci Jpn Etf New (EWJ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Microsoft Corporation (MSFT)

View all positions for Rowland Carmichael Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index