Summit X LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Summit X LLC’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-130	Closed	-$374	–	338
2020 Q3	$374	Buy	+130	New	+$24K	0.01%	341

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

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

Summit X LLC's IWB Position: Q4 2020 in Review

Summit X LLC sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 130 shares — an estimated $374 sold.

Summit X LLC first reported a position in IWB in Q3 2020 and held it in 1 quarter. The position peaked at $374 in Q3 2020. 906 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

Summit X LLC reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 130 iShares Russell 1000 ETF shares in Q4 2020, an estimated $374.
Summit X LLC first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 1 quarter.
Summit X LLC's iShares Russell 1000 ETF position peaked at $374 in Q3 2020.
906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.