Summit Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Summit Wealth Partners’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
2024 Q4	–	Sell	-1,783	Closed	-$297K	–	218
2024 Q3	$297K	Buy	+1,783	New	+$290K	0.06%	193
2022 Q3	–	Sell	-1,599	Closed	-$218K	–	165
2022 Q2	$218K	Sell	1,599 -431	-21%	-$64.1K	0.06%	153
2022 Q1	$328K	Buy	2,030 +13	+0.6%	+$2.07K	0.07%	120
2021 Q4	$335K	Hold	2,017	–	–	0.07%	119
2021 Q3	$323K	Buy	2,017 +73	+4%	+$11.7K	0.08%	116
2021 Q2	$322K	Buy	1,944 +83	+4%	+$13.7K	0.08%	123
2021 Q1	$297K	Buy	1,861 +110	+6%	+$16.6K	0.08%	124
2020 Q4	$231K	Buy	+1,751	New	+$207K	0.06%	132

Other funds holding IWN

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Summit Wealth Partners's IWN Position: Q4 2024 in Review

Summit Wealth Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 1,783 shares — an estimated $297K sold.

Summit Wealth Partners first reported a position in IWN in Q4 2020 and held it in 8 quarters. The position peaked at $335K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

Summit Wealth Partners reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
Summit Wealth Partners sold 1,783 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $297K.
Summit Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 8 quarters.
Summit Wealth Partners's iShares Russell 2000 Value ETF position peaked at $335K in Q4 2021.
1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.