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Summit X LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Summit X LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,048
Closed -$217K – 223
2024
Q2 		$217K Buy
+1,048
New +$212K 0.05% 223
2022
Q2 		– Sell
-1,345
Closed -$275K – 262
2022
Q1 		$275K Sell
1,345
-390
-22% -$79.6K 0.07% 219
2021
Q4 		$386K Buy
1,735
+467
+37% +$106K 0.09% 200
2021
Q3 		$343K Buy
1,268
+262
+26% +$58.1K 0.09% 205
2021
Q2 		$232K Sell
1,006
-45
-4% -$10.1K 0.06% 237
2021
Q1 		$231K Sell
1,051
-822
-44% -$179K 0.06% 235
2020
Q4 		$369K Buy
+1,873
New +$328K 0.11% 185
2019
Q1 		– Sell
-1,140
Closed -$364K – 247
2018
Q4 		$364K Buy
+1,140
New +$170K 0.21% 131

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Summit X LLC's IWM Position: Q3 2024 in Review

Summit X LLC sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 1,048 shares — an estimated $217K sold.

Summit X LLC first reported a position in IWM in Q4 2018 and held it in 8 quarters. The position peaked at $386K in Q4 2021. 2,252 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Summit X LLC reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Summit X LLC sold 1,048 iShares Russell 2000 ETF shares in Q3 2024, an estimated $217K.
  • Summit X LLC first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 8 quarters.
  • Summit X LLC's iShares Russell 2000 ETF position peaked at $386K in Q4 2021.
  • 2,252 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Summit X LLC's 13F filing for Q3 2024, filed 7 Nov 2024.