IYW — ISHARES TR

Ownership history in Summit X, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Summit X, LLC reported a position in ISHARES TR (IYW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.11% (2023 Q2)
Avg. % of fund
1.6%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 62,612 — 0% 2.02% $10.8M $195.73
2025 Q2 ADDED 62,612 +19,775 +46.2% 2.02% $10.8M $173.10
2025 Q1 ADDED 42,837 +253 +0.6% 1.26% $6.0M $140.23
2024 Q4 REDUCED 42,584 -3,252 -7.1% 1.51% $6.8M $159.20
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYW price (monthly, adj. close)

Other funds also holding IYW

As of 2025 Q4 — sorted by position size

PGIM Custom Harvest LLC 3Y 12.84% HC Advisors, LLC 3Y 11.47% Harborfront Financial Group LLC 9.75% Portfolio Strategies, Inc. 3Y 7Y 9.21% First Citizens Financial Corp 3Y 8.91% CPR Investments Inc. 3Y 7.7% Parker Investment Management, LLC 3Y 7Y 7.08% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 6.51% Signature Wealth Management Partners, LLC 3Y 6.08% hemming& Wealth Management, Inc. 5.91%
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