Summit Financial Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Financial Wealth Advisors’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
2017 Q4	–	Sell	-1,485	Closed	-$220K	–	149
2017 Q3	$220K	Hold	1,485	–	–	0.08%	128
2017 Q2	$209K	Hold	1,485	–	–	0.08%	142
2017 Q1	$204K	Hold	1,485	–	–	0.09%	133
2016 Q4	$200K	Sell	1,485 -435	-23%	-$55.6K	0.09%	137
2016 Q3	$238K	Sell	1,920 -300	-14%	-$36.5K	0.1%	128
2016 Q2	$255K	Buy	+2,220	New	+$250K	0.11%	119
2015 Q4	–	Sell	-8,620	Closed	-$941K	–	164
2015 Q3	$941K	Buy	8,620 +6,335	+277%	+$751K	0.61%	38
2015 Q2	$285K	Hold	2,285	–	–	0.18%	76
2015 Q1	$280K	Sell	2,285 -6,310	-73%	-$761K	0.19%	61
2014 Q4	$1.03M	Buy	+8,595	New	+$983K	0.71%	30

Other funds holding IWM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Summit Financial Wealth Advisors's IWM Position: Q4 2017 in Review

Summit Financial Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 1,485 shares — an estimated $220K sold.

Summit Financial Wealth Advisors first reported a position in IWM in Q4 2014 and held it in 10 quarters. The position peaked at $1.03M in Q4 2014. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

Summit Financial Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
Summit Financial Wealth Advisors sold 1,485 iShares Russell 2000 ETF shares in Q4 2017, an estimated $220K.
Summit Financial Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 10 quarters.
Summit Financial Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.03M in Q4 2014.
1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.