Summit Equities’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Equities’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$758K	Hold	4,500	–	–	0.13%	27
2018 Q2	$737K	Hold	4,500	–	–	0.13%	27
2018 Q1	$683K	Hold	4,500	–	–	0.12%	30
2017 Q4	$686K	Sell	4,500 -200	-4%	-$30K	0.12%	26
2017 Q3	$696K	Buy	4,700 +816	+21%	+$115K	0.13%	29
2017 Q2	$547K	Buy	+3,884	New	+$538K	0.11%	26

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Summit Equities's IWM Position: Q3 2018 in Review

Summit Equities held its iShares Russell 2000 ETF (IWM) position steady in Q3 2018 at 4,500 shares worth $758K. The position accounts for 0.13% of the portfolio, ranked #27.

Summit Equities first reported a position in IWM in Q2 2017 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

Summit Equities held 4,500 shares of iShares Russell 2000 ETF worth $758K as of Q3 2018.
Summit Equities left its iShares Russell 2000 ETF share count unchanged in Q3 2018.
iShares Russell 2000 ETF made up 0.13% of Summit Equities's portfolio in Q3 2018, its #27 holding.
Summit Equities first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.