SXL
IWY icon

Summit X LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Summit X LLC’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,286
Closed -$317K – 125
2025
Q2 		$317K Sell
1,286
-30
-2% -$6.68K 0.06% 188
2025
Q1 		$277K Sell
1,316
-85
-6% -$19.6K 0.06% 182
2024
Q4 		$330K Buy
1,401
+21
+2% +$4.82K 0.07% 154
2024
Q3 		$296K Sell
1,380
-66
-5% -$14K 0.07% 164
2024
Q2 		$311K Buy
1,446
+67
+5% +$13.4K 0.07% 170
2024
Q1 		$269K Sell
1,379
-105
-7% -$19.6K 0.07% 168
2023
Q4 		$247K Buy
1,484
+133
+10% +$21.8K 0.07% 163
2023
Q3 		$208K Buy
+1,351
New +$215K 0.07% 170
2020
Q4 		– Sell
-436
Closed -$607 – 342
2020
Q3 		$607 Buy
+436
New +$51.4K 0.01% 289

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Bank of America
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Mariner
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Morgan Stanley
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Commonwealth Equity Services
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FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return