Summit Equities’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Summit Equities’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$925K	Hold	4,302	–	–	0.15%	17
2018 Q2	$879K	Hold	4,302	–	–	0.15%	19
2018 Q1	$820K	Hold	4,302	–	–	0.14%	19
2017 Q4	$803K	Hold	4,302	–	–	0.14%	22
2017 Q3	$770K	Hold	4,302	–	–	0.14%	27
2017 Q2	$726K	Buy	+4,302	New	+$708K	0.15%	23

Other funds holding IWO

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Summit Equities's IWO Position: Q3 2018 in Review

Summit Equities held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2018 at 4,302 shares worth $925K. The position accounts for 0.15% of the portfolio, ranked #17.

Summit Equities first reported a position in IWO in Q2 2017 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold IWO as of Q3 2018.

Summit Equities held 4,302 shares of iShares Russell 2000 Growth ETF worth $925K as of Q3 2018.
Summit Equities left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2018.
iShares Russell 2000 Growth ETF made up 0.15% of Summit Equities's portfolio in Q3 2018, its #17 holding.
Summit Equities first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 6 quarters since.
608 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2018.

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