Summit X LLC’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$567 Buy
2019
Q1
Sell
2018
Q4
$1.7M Sell
2018
Q3
$2.63M Sell
2018
Q2
$2.8M Sell
2018
Q1
$2.92M Buy
2017
Q4
$473K Buy
2017
Q3
$403K Buy
2017
Q2
$324K Buy