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

Summit X LLC’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-338
Closed -$886 – 339
2020
Q3 		$886 Buy
+338
New +$74K 0.01% 254

Other funds holding IWO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Summit X LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2020, closing a stake of 338 shares — an estimated $886 sold.

Summit X LLC first reported a position in IWO in Q3 2020 and held it in 1 quarter. The position peaked at $886 in Q3 2020. 804 funds tracked by Wall St. Rank hold IWO as of Q4 2020.

  • Summit X LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 338 iShares Russell 2000 Growth ETF shares in Q4 2020, an estimated $886.
  • Summit X LLC first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's iShares Russell 2000 Growth ETF position peaked at $886 in Q3 2020.
  • 804 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2020.

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