Summit Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$355K Sell
2015
Q4
$355K Sell
2015
Q3
$341K Sell
2015
Q2
$385K Hold
2015
Q1
$384K Hold
2014
Q4
$389K Hold
2014
Q3
$373K Sell
2014
Q2
$391K Hold
2014
Q1
$372K Hold
2013
Q4
$363K Buy