Stone Summit Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Stone Summit Wealth’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$605K	Hold	2,176	–	–	0.16%	86
2026 Q2	$654K	Hold	2,176	–	–	0.17%	85
2026 Q1	$540K	Hold	2,176	–	–	0.15%	90
2025 Q4	$536K	Sell	2,176 -75	-3%	-$18.4K	0.15%	92
2025 Q3	$545K	Sell	2,251 -26	-1%	-$5.97K	0.15%	94
2025 Q2	$491K	Hold	2,277	–	–	0.15%	103
2025 Q1	$454K	Sell	2,277 -22	-1%	-$4.77K	0.15%	103
2024 Q4	$508K	Hold	2,299	–	–	0.17%	97
2024 Q3	$508K	Hold	2,299	–	–	0.16%	99
2024 Q2	$466K	Buy	2,299 +1	+0%	+$202	0.17%	95
2024 Q1	$483K	Hold	2,298	–	–	0.17%	98
2023 Q4	$461K	Hold	2,298	–	–	0.18%	103
2023 Q3	$406K	Hold	2,298	–	–	0.17%	105
2023 Q2	$430K	Hold	2,298	–	–	0.18%	99
2023 Q1	$410K	Hold	2,298	–	–	0.18%	94
2022 Q4	$401K	Hold	2,298	–	–	0.2%	97
2022 Q3	$379K	Hold	2,298	–	–	0.23%	89
2022 Q2	$389K	Hold	2,298	–	–	0.23%	92
2022 Q1	$477K	Buy	2,298 +800	+53%	+$163K	0.27%	89
2021 Q4	$333K	Buy	+1,498	New	+$338K	0.27%	91

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Stone Summit Wealth's IWM Position: Q3 2026 in Review

Stone Summit Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,176 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #86.

Stone Summit Wealth first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $654K in Q2 2026. 628 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Stone Summit Wealth held 2,176 shares of iShares Russell 2000 ETF worth $605K as of Q3 2026.
Stone Summit Wealth left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.16% of Stone Summit Wealth's portfolio in Q3 2026, its #86 holding.
Stone Summit Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
Stone Summit Wealth's iShares Russell 2000 ETF position peaked at $654K in Q2 2026.
628 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.