Summit X LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Summit X LLC’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,246	Closed	-$231K	–	272
2020 Q4	$231K	Buy	+2,246	New	+$214K	0.07%	225
2020 Q2	$258K	Buy	+3,262	New	+$237K	0.1%	178
2020 Q1	–	Sell	-3,538	Closed	-$271K	–	229
2019 Q4	$271K	Hold	3,538	–	–	0.1%	200
2019 Q3	$250K	Sell	3,538 -1,500	-30%	-$108K	0.1%	203
2019 Q2	$361K	Hold	5,038	–	–	0.15%	165
2019 Q1	$343K	Hold	5,038	–	–	0.15%	174
2018 Q4	$287K	Hold	5,038	–	–	0.17%	164
2018 Q3	$341K	Hold	5,038	–	–	0.17%	158
2018 Q2	$319K	Sell	5,038 -1,740	-26%	-$110K	0.18%	146
2018 Q1	$418K	Buy	6,778 +338	+5%	+$21.1K	0.25%	106
2017 Q4	$389K	Hold	6,440	–	–	0.25%	123
2017 Q3	$366K	Hold	6,440	–	–	0.24%	120
2017 Q2	$348K	Buy	+6,440	New	+$343K	0.25%	124

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Summit X LLC sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2021, closing a stake of 2,246 shares — an estimated $231K sold.

Summit X LLC first reported a position in IWP in Q2 2017 and held it in 13 quarters. The position peaked at $418K in Q1 2018. 801 funds tracked by Wall St. Rank hold IWP as of Q1 2021.

Summit X LLC reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Summit X LLC sold 2,246 iShares Russell Mid-Cap Growth ETF shares in Q1 2021, an estimated $231K.
Summit X LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and held it in 13 quarters.
Summit X LLC's iShares Russell Mid-Cap Growth ETF position peaked at $418K in Q1 2018.
801 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2021.

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