Summit X LLC’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,900	Closed	-$741K	–	231
2019 Q4	$741K	Buy	3,900 +12	+0.3%	+$2.16K	0.28%	94
2019 Q3	$679K	Sell	3,888 -131	-3%	-$22.7K	0.27%	104
2019 Q2	$690K	Buy	4,019 +162	+4%	+$27.5K	0.28%	94
2019 Q1	$658K	Buy	+3,857	New	+$619K	0.28%	96

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit X LLC's IWV Position: Q1 2020 in Review

Summit X LLC sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 3,900 shares — an estimated $741K sold.

Summit X LLC first reported a position in IWV in Q1 2019 and held it in 4 quarters. The position peaked at $741K in Q4 2019. 496 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

Summit X LLC reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
Summit X LLC sold 3,900 iShares Russell 3000 ETF shares in Q1 2020, an estimated $741K.
Summit X LLC first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 4 quarters.
Summit X LLC's iShares Russell 3000 ETF position peaked at $741K in Q4 2019.
496 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.