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

Summit X LLC’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
2021
Q1 		– Sell
-1,653
Closed -$219K – 271
2020
Q4 		$219K Buy
1,653
+1,159
+235% +$137K 0.06% 228
2020
Q3 		$4.97K Buy
+494
New +$50.2K 0.08% 119

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit X LLC's IWN Position: Q1 2021 in Review

Summit X LLC sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 1,653 shares — an estimated $219K sold.

Summit X LLC first reported a position in IWN in Q3 2020 and held it in 2 quarters. The position peaked at $219K in Q4 2020. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Summit X LLC reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Summit X LLC sold 1,653 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $219K.
  • Summit X LLC first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and held it in 2 quarters.
  • Summit X LLC's iShares Russell 2000 Value ETF position peaked at $219K in Q4 2020.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Summit X LLC's 13F filing for Q1 2021, filed 10 May 2021.