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

Summit Financial’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 		$36.8M Buy
148,385
+14,697
+11% +$3.79M 0.47% 35
2025
Q4 		$32.9M Buy
133,688
+62,955
+89% +$15.5M 0.48% 33
2025
Q3 		$17.1M Buy
70,733
+7,311
+12% +$1.68M 0.26% 74
2025
Q2 		$13.7M Buy
63,422
+2,857
+5% +$575K 0.31% 61
2025
Q1 		$12.1M Sell
60,565
-27,678
-31% -$6M 0.34% 58
2024
Q4 		$19.5M Buy
88,243
+4,704
+6% +$1.07M 0.68% 21
2024
Q3 		$18.5M Buy
83,539
+11,251
+16% +$2.41M 0.72% 20
2024
Q2 		$14.7M Buy
72,288
+59,960
+486% +$12.1M 0.67% 22
2024
Q1 		$2.59M Sell
12,328
-2,663
-18% -$531K 0.15% 88
2023
Q4 		$3.01M Buy
14,991
+7,403
+98% +$1.33M 0.2% 70
2023
Q3 		$1.35M Sell
7,588
-216
-3% -$40.5K 0.1% 131
2023
Q2 		$1.46M Buy
7,804
+188
+2% +$33.5K 0.11% 112
2023
Q1 		$1.36M Sell
7,616
-67
-0.9% -$12.3K 0.12% 86
2022
Q4 		$1.34M Buy
7,683
+763
+11% +$136K 0.13% 85
2022
Q3 		$1.14M Buy
6,920
+74
+1% +$13.5K 0.11% 91
2022
Q2 		$1.16M Buy
6,846
+6
+0.1% +$1.11K 0.11% 89
2022
Q1 		$1.4M Sell
6,840
-1,154
-14% -$235K 0.11% 91
2021
Q4 		$1.78M Buy
7,994
+248
+3% +$56K 0.14% 69
2021
Q3 		$1.69M Buy
7,746
+305
+4% +$67.6K 0.15% 51
2021
Q2 		$1.71M Buy
7,441
+2,158
+41% +$485K 0.17% 41
2021
Q1 		$1.17M Sell
5,283
-13
-0.2% -$2.84K 0.15% 25
2020
Q4 		$1.04M Buy
5,296
+618
+13% +$108K 0.15% 24
2020
Q3 		$701K Hold
4,678
– – 0.12% 24
2020
Q2 		$670K Sell
4,678
-105
-2% -$13.8K 0.12% 24
2020
Q1 		$547K Buy
4,783
+268
+6% +$40K 0.12% 23
2019
Q4 		$748K Buy
+4,515
New +$714K 0.13% 23
2019
Q3 		– Sell
-4,500
Closed -$700K – 30
2019
Q2 		$700K Sell
4,500
-31
-0.7% -$4.78K 0.12% 27
2019
Q1 		$694K Buy
4,531
+31
+0.7% +$4.66K 0.12% 29
2018
Q4 		$603K Buy
+4,500
New +$671K 0.12% 30

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Summit Financial's IWM Position: Q1 2026 in Review

Summit Financial increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, buying an estimated $3.79M and bringing the position to 148,385 shares worth $36.8M. The position accounts for 0.47% of the portfolio, ranked #35.

Summit Financial first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Summit Financial held 148,385 shares of iShares Russell 2000 ETF worth $36.8M as of Q1 2026.
  • Summit Financial bought 14,697 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.79M.
  • iShares Russell 2000 ETF made up 0.47% of Summit Financial's portfolio in Q1 2026, its #35 holding.
  • Summit Financial first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.