Sumit Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sumit Capital’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-4,469	Closed	-$418K	–	48
2014 Q3	$418K	Buy	4,469 +372	+9%	+$36.8K	1.65%	7
2014 Q2	$423K	Buy	4,097 +1,117	+37%	+$111K	1.77%	1
2014 Q1	$301K	Buy	+2,980	New	+$294K	1.14%	23

Other funds holding IWN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumit Capital's IWN Position: Q4 2014 in Review

Sumit Capital sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2014, closing a stake of 4,469 shares — an estimated $418K sold.

Sumit Capital first reported a position in IWN in Q1 2014 and held it in 3 quarters. The position peaked at $423K in Q2 2014. 404 funds tracked by Wall St. Rank hold IWN as of Q4 2014.

Sumit Capital reported no remaining iShares Russell 2000 Value ETF position as of Q4 2014 after selling out during the quarter.
Sumit Capital sold 4,469 iShares Russell 2000 Value ETF shares in Q4 2014, an estimated $418K.
Sumit Capital first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and held it in 3 quarters.
Sumit Capital's iShares Russell 2000 Value ETF position peaked at $423K in Q2 2014.
404 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.