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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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. 403 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.
  • 403 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.