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Summit Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Summit Financial’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
Q1 		$14.4M Buy
45,836
+5,246
+13% +$1.75M 0.18% 100
2025
Q4 		$13.1M Buy
40,590
+6,158
+18% +$2M 0.19% 106
2025
Q3 		$11M Sell
34,432
-2,871
-8% -$866K 0.17% 113
2025
Q2 		$10.7M Buy
37,303
+1,704
+5% +$449K 0.24% 76
2025
Q1 		$9.1M Buy
35,599
+15,133
+74% +$4.27M 0.25% 73
2024
Q4 		$5.89M Buy
20,466
+996
+5% +$295K 0.21% 95
2024
Q3 		$5.53M Buy
19,470
+389
+2% +$107K 0.22% 83
2024
Q2 		$5.01M Buy
19,081
+12,463
+188% +$3.24M 0.23% 72
2024
Q1 		$1.79M Buy
6,618
+894
+16% +$228K 0.11% 110
2023
Q4 		$1.44M Buy
5,724
+701
+14% +$158K 0.09% 133
2023
Q3 		$1.13M Buy
5,023
+693
+16% +$166K 0.08% 150
2023
Q2 		$1.05M Sell
4,330
-286
-6% -$65.6K 0.08% 148
2023
Q1 		$1.05M Buy
4,616
+55
+1% +$12.6K 0.09% 117
2022
Q4 		$978K Sell
4,561
-26
-0.6% -$5.7K 0.09% 115
2022
Q3 		$948K Buy
4,587
+1,845
+67% +$415K 0.09% 112
2022
Q2 		$566K Buy
2,742
+531
+24% +$118K 0.05% 148
2022
Q1 		$565K Buy
2,211
+100
+5% +$25.6K 0.04% 163
2021
Q4 		$619K Buy
2,111
+148
+8% +$44.6K 0.05% 150
2021
Q3 		$576K Buy
1,963
+241
+14% +$72.4K 0.05% 127
2021
Q2 		$537K Buy
1,722
+602
+54% +$181K 0.05% 81
2021
Q1 		$337K Hold
1,120
– – 0.04% 44
2020
Q4 		$321K Hold
1,120
– – 0.05% 44
2020
Q3 		$248K Hold
1,120
– – 0.04% 33
2020
Q2 		$232K Sell
1,120
-3,182
-74% -$595K 0.04% 33
2020
Q1 		$680K Hold
4,302
– – 0.15% 20
2019
Q4 		$922K Buy
4,302
+1,048
+32% +$213K 0.16% 18
2019
Q3 		$354K Sell
3,254
-1,048
-24% -$208K 0.06% 21
2019
Q2 		$864K Hold
4,302
– – 0.15% 20
2019
Q1 		$846K Hold
4,302
– – 0.15% 23
2018
Q4 		$723K Buy
+4,302
New +$802K 0.14% 24

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Summit Financial's IWO Position: Q1 2026 in Review

Summit Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q1 2026, buying an estimated $1.75M and bringing the position to 45,836 shares worth $14.4M. The position accounts for 0.18% of the portfolio, ranked #100.

Summit Financial first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Summit Financial held 45,836 shares of iShares Russell 2000 Growth ETF worth $14.4M as of Q1 2026.
  • Summit Financial bought 5,246 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.75M.
  • iShares Russell 2000 Growth ETF made up 0.18% of Summit Financial's portfolio in Q1 2026, its #100 holding.
  • Summit Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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