Summa Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Summa Corp’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$624K	Buy	1,585 +342	+28%	+$125K	0.2%	48
2026 Q1	$390K	Hold	1,243	–	–	0.16%	62
2025 Q4	$402K	Hold	1,243	–	–	0.17%	56
2025 Q3	$398K	Hold	1,243	–	–	0.17%	57
2025 Q2	$355K	Buy	+1,243	New	+$327K	0.18%	55

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Summa Corp's IWO Position: Q2 2026 in Review

Summa Corp increased its iShares Russell 2000 Growth ETF (IWO) stake by 28% in Q2 2026, buying an estimated $125K and bringing the position to 1,585 shares worth $624K. The position accounts for 0.2% of the portfolio, ranked #48.

Summa Corp first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Summa Corp held 1,585 shares of iShares Russell 2000 Growth ETF worth $624K as of Q2 2026.
Summa Corp bought 342 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $125K.
iShares Russell 2000 Growth ETF made up 0.2% of Summa Corp's portfolio in Q2 2026, its #48 holding.
Summa Corp first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.