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

Summit X LLC’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,148
Closed -$1.4M – 123
2025
Q2 		$1.4M Sell
13,148
-12
-0.1% -$1.15K 0.26% 72
2025
Q1 		$1.19M Sell
13,160
-520
-4% -$51.3K 0.25% 77
2024
Q4 		$1.37M Sell
13,680
-76
-0.6% -$7.47K 0.3% 66
2024
Q3 		$1.25M Hold
13,756
– – 0.3% 70
2024
Q2 		$1.25M Sell
13,756
-300
-2% -$25.6K 0.28% 73
2024
Q1 		$1.19M Sell
14,056
-1,124
-7% -$90.6K 0.3% 68
2023
Q4 		$1.14M Sell
15,180
-1,236
-8% -$87.4K 0.32% 65
2023
Q3 		$1.09M Sell
16,416
-2,276
-12% -$157K 0.35% 64
2023
Q2 		$1.29M Sell
18,692
-1,888
-9% -$120K 0.31% 61
2023
Q1 		$1.26M Sell
20,580
-110,792
-84% -$6.38M 0.32% 60
2022
Q4 		$7.18M Buy
131,372
+32,588
+33% +$1.79M 2.08% 9
2022
Q3 		$5.2M Sell
98,784
-32,608
-25% -$1.92M 1.53% 11
2022
Q2 		$7.18M Buy
131,392
+4,804
+4% +$288K 2.08% 9
2022
Q1 		$8.77M Sell
126,588
-4,752
-4% -$324K 2.15% 7
2021
Q4 		$10M Buy
131,340
+3,640
+3% +$270K 2.34% 7
2021
Q3 		$8.74M Buy
127,700
+14,924
+13% +$1.06M 2.2% 7
2021
Q2 		$7.67M Buy
112,776
+21,960
+24% +$1.42M 1.94% 9
2021
Q1 		$5.52M Buy
90,816
+8,524
+10% +$519K 1.52% 12
2020
Q4 		$4.96M Buy
+82,292
New +$4.68M 1.46% 13
2020
Q2 		$654K Hold
13,624
– – 0.24% 99
2020
Q1 		$512K Sell
13,624
-1,712
-11% -$73.8K 0.24% 100
2019
Q4 		$674K Buy
15,336
+4
+0% +$167 0.25% 100
2019
Q3 		$611K Buy
15,332
+1,152
+8% +$46.2K 0.25% 114
2019
Q2 		$556K Sell
14,180
-236
-2% -$9.13K 0.23% 118
2019
Q1 		$547K Buy
14,416
+4
+0% +$144 0.23% 115
2018
Q4 		$472K Buy
14,412
+1,044
+8% +$36.8K 0.27% 104
2018
Q3 		$521K Buy
13,368
+4,900
+58% +$186K 0.26% 105
2018
Q2 		$305K Buy
8,468
+460
+6% +$16.2K 0.17% 150
2018
Q1 		$273K Buy
+8,008
New +$281K 0.16% 149

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit X LLC sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 13,148 shares — an estimated $1.4M sold.

Summit X LLC first reported a position in IWF in Q1 2018 and held it in 29 quarters. The position peaked at $10M in Q4 2021. 2,354 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Summit X LLC reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 13,148 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $1.4M.
  • Summit X LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and held it in 29 quarters.
  • Summit X LLC's iShares Russell 1000 Growth ETF position peaked at $10M in Q4 2021.
  • 2,354 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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