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

Summit X LLC’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,115
Closed -$1.19M – 122
2025
Q2 		$1.19M Buy
6,115
+6
+0.1% +$1.11K 0.22% 86
2025
Q1 		$1.15M Buy
6,109
+90
+1% +$17.1K 0.24% 83
2024
Q4 		$1.11M Buy
6,019
+48
+0.8% +$9.21K 0.25% 76
2024
Q3 		$1.04M Hold
5,971
– – 0.25% 80
2024
Q2 		$1.04M Sell
5,971
-138
-2% -$24.1K 0.23% 82
2024
Q1 		$1.1M Sell
6,109
-632
-9% -$107K 0.28% 72
2023
Q4 		$1.11M Sell
6,741
-1,333
-17% -$206K 0.32% 67
2023
Q3 		$1.23M Sell
8,074
-1,694
-17% -$269K 0.39% 53
2023
Q2 		$1.54M Sell
9,768
-680
-7% -$104K 0.37% 51
2023
Q1 		$1.59M Sell
10,448
-96,878
-90% -$15M 0.41% 45
2022
Q4 		$15.6M Buy
107,326
+60,568
+130% +$9.07M 4.5% 4
2022
Q3 		$6.37M Sell
46,758
-60,587
-56% -$9.1M 1.88% 8
2022
Q2 		$15.6M Buy
107,345
+1,993
+2% +$312K 4.5% 4
2022
Q1 		$17.5M Sell
105,352
-324
-0.3% -$53.2K 4.29% 4
2021
Q4 		$17.7M Buy
105,676
+1,737
+2% +$285K 4.13% 3
2021
Q3 		$16.3M Buy
103,939
+8,595
+9% +$1.38M 4.09% 2
2021
Q2 		$15.1M Buy
95,344
+1,948
+2% +$308K 3.82% 3
2021
Q1 		$14.2M Buy
93,396
+7,235
+8% +$1.05M 3.89% 3
2020
Q4 		$11.8M Buy
86,161
+82,808
+2,470% +$10.6M 3.47% 4
2020
Q3 		$827 Buy
3,353
+652
+24% +$77.3K 0.01% 260
2020
Q2 		$304K Hold
2,701
– – 0.11% 165
2020
Q1 		$267K Hold
2,701
– – 0.12% 150
2019
Q4 		$370K Hold
2,701
– – 0.14% 174
2019
Q3 		$346K Buy
2,701
+296
+12% +$37.6K 0.14% 172
2019
Q2 		$305K Hold
2,405
– – 0.12% 193
2019
Q1 		$296K Hold
2,405
– – 0.13% 193
2018
Q4 		$267K Hold
2,405
– – 0.15% 174
2018
Q3 		$304K Buy
2,405
+760
+46% +$95.5K 0.15% 179
2018
Q2 		$200K Buy
+1,645
New +$200K 0.11% 197

Other funds holding IWD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit X LLC's IWD Position: Q3 2025 in Review

Summit X LLC sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 6,115 shares — an estimated $1.19M sold.

Summit X LLC first reported a position in IWD in Q2 2018 and held it in 29 quarters. The position peaked at $17.7M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Summit X LLC reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 6,115 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $1.19M.
  • Summit X LLC first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and held it in 29 quarters.
  • Summit X LLC's iShares Russell 1000 Value ETF position peaked at $17.7M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.