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Summit Securities Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Summit Securities Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,400
Closed -$302K – 195
2017
Q4 		$302K Buy
+2,400
New +$300K 0.04% 125

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Securities Group's IWN Position: Q1 2018 in Review

Summit Securities Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2018, closing a stake of 2,400 shares — an estimated $302K sold.

Summit Securities Group first reported a position in IWN in Q4 2017 and held it in 1 quarter. The position peaked at $302K in Q4 2017. 599 funds tracked by Wall St. Rank hold IWN as of Q1 2018.

  • Summit Securities Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Securities Group sold 2,400 iShares Russell 2000 Value ETF shares in Q1 2018, an estimated $302K.
  • Summit Securities Group first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 1 quarter.
  • Summit Securities Group's iShares Russell 2000 Value ETF position peaked at $302K in Q4 2017.
  • 599 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2018.

Based on Summit Securities Group's 13F filing for Q1 2018, filed 1 May 2018.