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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Stone Summit Wealth's IWM Position: Q1 2026 in Review

Stone Summit Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,176 shares worth $540K. The position accounts for 0.15% of the portfolio, ranked #90.

Stone Summit Wealth first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $545K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Stone Summit Wealth held 2,176 shares of iShares Russell 2000 ETF worth $540K as of Q1 2026.
Stone Summit Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.15% of Stone Summit Wealth's portfolio in Q1 2026, its #90 holding.
Stone Summit Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's iShares Russell 2000 ETF position peaked at $545K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.