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iShares S&P 500 Growth Index shares owned by Rowland Carmichael Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Rowland Carmichael Advisors from 13F filings

Historical chart of Rowland Carmichael Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 500 Growth Index by Rowland Carmichael Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $19k 296 64.19
2020-09-30 $17k 74 229.73
2020-06-30 $15k 74 202.70
2020-03-31 $12k 74 162.16

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 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index