Summit Global Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Global Investments’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	$311K	Sell	1,037 -9	-0.9%	-$2.53K	0.02%	443
2026 Q1	$259K	Buy	+1,046	New	+$270K	0.02%	441
2025 Q2	–	Sell	-6,941	Closed	-$1.39M	–	501
2025 Q1	$1.39M	Buy	+6,941	New	+$1.51M	0.1%	124
2024 Q4	–	Sell	-5,026	Closed	-$1.11M	–	590
2024 Q3	$1.11M	Buy	+5,026	New	+$1.08M	0.07%	229
2024 Q2	–	Sell	-975	Closed	-$205K	–	537
2024 Q1	$205K	Sell	975 -320	-25%	-$63.8K	0.02%	478
2023 Q4	$260K	Buy	+1,295	New	+$232K	0.02%	453
2023 Q2	–	Sell	-19,257	Closed	-$3.44M	–	583
2023 Q1	$3.44M	Buy	19,257 +6,602	+52%	+$1.22M	0.27%	94
2022 Q4	$2.21M	Buy	+12,655	New	+$2.25M	0.19%	129
2022 Q3	–	Sell	-4,662	Closed	-$790K	–	481
2022 Q2	$790K	Sell	4,662 -3,316	-42%	-$611K	0.07%	251
2022 Q1	$1.64M	Buy	+7,978	New	+$1.63M	0.12%	171
2021 Q4	–	Sell	-2,578	Closed	-$564K	–	576
2021 Q3	$564K	Buy	+2,578	New	+$572K	0.04%	289
2021 Q2	–	Sell	-3,214	Closed	-$710K	–	590
2021 Q1	$710K	Buy	+3,214	New	+$702K	0.05%	259

Other funds holding IWM

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Global Investments's IWM Position: Q2 2026 in Review

Summit Global Investments reduced its iShares Russell 2000 ETF (IWM) stake by 0.86% in Q2 2026, selling an estimated $2.53K and leaving 1,037 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #443.

Summit Global Investments first reported a position in IWM in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.44M in Q1 2023. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Summit Global Investments held 1,037 shares of iShares Russell 2000 ETF worth $311K as of Q2 2026.
Summit Global Investments sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
iShares Russell 2000 ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #443 holding.
Summit Global Investments first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 12 quarters since.
Summit Global Investments's iShares Russell 2000 ETF position peaked at $3.44M in Q1 2023.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.