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

Summit Financial Group’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
2023 Q2	–	Sell	-980	Closed	-$222K	–	188
2023 Q1	$222K	Sell	980 -275	-22%	-$62.9K	0.08%	180
2022 Q4	$269K	Hold	1,255	–	–	0.11%	162
2022 Q3	$259K	Sell	1,255 -45	-3%	-$10.1K	0.11%	163
2022 Q2	$268K	Hold	1,300	–	–	0.1%	166
2022 Q1	$332K	Hold	1,300	–	–	0.11%	156
2021 Q4	$381K	Hold	1,300	–	–	0.12%	151
2021 Q3	$382K	Hold	1,300	–	–	0.14%	144
2021 Q2	$405K	Hold	1,300	–	–	0.15%	138
2021 Q1	$391K	Hold	1,300	–	–	0.16%	119
2020 Q4	$373K	Hold	1,300	–	–	0.16%	111
2020 Q3	$288K	Hold	1,300	–	–	0.14%	123
2020 Q2	$269K	Hold	1,300	–	–	0.14%	123
2020 Q1	$206K	Hold	1,300	–	–	0.12%	132
2019 Q4	$278K	Hold	1,300	–	–	0.13%	133
2019 Q3	$251K	Hold	1,300	–	–	0.13%	138
2019 Q2	$261K	Buy	+1,300	New	+$257K	0.12%	139

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Summit Financial Group's IWO Position: Q2 2023 in Review

Summit Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 980 shares — an estimated $222K sold.

Summit Financial Group first reported a position in IWO in Q2 2019 and held it in 16 quarters. The position peaked at $405K in Q2 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

Summit Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Summit Financial Group sold 980 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $222K.
Summit Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 16 quarters.
Summit Financial Group's iShares Russell 2000 Growth ETF position peaked at $405K in Q2 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on Summit Financial Group's 13F filing for Q2 2023, filed 13 Jul 2023.