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Summit Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Financial Strategies’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
Q2 		$1.43M Sell
4,744
-821
-15% -$231K 0.1% 63
2026
Q1 		$1.38M Buy
5,565
+73
+1% +$18.8K 0.11% 61
2025
Q4 		$1.35M Buy
5,492
+51
+0.9% +$12.5K 0.11% 61
2025
Q3 		$1.32M Hold
5,441
– – 0.11% 58
2025
Q2 		$1.17M Sell
5,441
-11
-0.2% -$2.21K 0.11% 60
2025
Q1 		$1.09M Sell
5,452
-74
-1% -$16.1K 0.11% 57
2024
Q4 		$1.22M Sell
5,526
-16
-0.3% -$3.65K 0.13% 54
2024
Q3 		$1.22M Sell
5,542
-135
-2% -$28.9K 0.14% 53
2024
Q2 		$1.15M Sell
5,677
-186
-3% -$37.6K 0.14% 53
2024
Q1 		$1.23M Sell
5,863
-3
-0.1% -$598 0.17% 45
2023
Q4 		$1.18M Sell
5,866
-149
-2% -$26.7K 0.18% 43
2023
Q3 		$1.06M Buy
6,015
+576
+11% +$108K 0.2% 37
2023
Q2 		$1.02M Sell
5,439
-208
-4% -$37.1K 0.19% 40
2023
Q1 		$1.01M Buy
5,647
+229
+4% +$42.2K 0.2% 42
2022
Q4 		$945K Buy
+5,418
New +$964K 0.2% 40
2022
Q3 		– Sell
-6,145
Closed -$1.04M – 121
2022
Q2 		$1.04M Buy
+6,145
New +$1.13M 0.24% 35

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Summit Financial Strategies's IWM Position: Q2 2026 in Review

Summit Financial Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, selling an estimated $231K and leaving 4,744 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #63.

Summit Financial Strategies first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. 1,068 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Summit Financial Strategies held 4,744 shares of iShares Russell 2000 ETF worth $1.43M as of Q2 2026.
  • Summit Financial Strategies sold 821 iShares Russell 2000 ETF shares in Q2 2026, an estimated $231K.
  • iShares Russell 2000 ETF made up 0.1% of Summit Financial Strategies's portfolio in Q2 2026, its #63 holding.
  • Summit Financial Strategies first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,068 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.