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Summit Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Investment Advisory Services’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 		$524K Hold
2,114
– – 0.19% 41
2025
Q4 		$520K Hold
2,114
– – 0.2% 42
2025
Q3 		$511K Buy
2,114
+25
+1% +$5.74K 0.2% 40
2025
Q2 		$451K Sell
2,089
-33
-2% -$6.64K 0.2% 42
2025
Q1 		$423K Buy
2,122
+1
+0% +$217 0.21% 43
2024
Q4 		$469K Buy
2,121
+1
+0% +$228 0.24% 42
2024
Q3 		$468K Buy
+2,120
New +$454K 0.25% 40
2024
Q2 		– Sell
-2,229
Closed -$469K – 71
2024
Q1 		$469K Buy
2,229
+113
+5% +$22.5K 0.28% 40
2023
Q4 		$425K Buy
2,116
+3
+0.1% +$537 0.27% 41
2023
Q3 		$374K Sell
2,113
-470
-18% -$88.2K 0.28% 38
2023
Q2 		$484K Buy
2,583
+110
+4% +$19.6K 0.32% 32
2023
Q1 		$441K Buy
2,473
+11
+0.4% +$2.02K 0.31% 33
2022
Q4 		$429K Buy
+2,462
New +$438K 0.52% 31

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 Investment Advisory Services's IWM Position: Q1 2026 in Review

Summit Investment Advisory Services held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,114 shares worth $524K. The position accounts for 0.19% of the portfolio, ranked #41.

Summit Investment Advisory Services first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Summit Investment Advisory Services held 2,114 shares of iShares Russell 2000 ETF worth $524K as of Q1 2026.
  • Summit Investment Advisory Services left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.19% of Summit Investment Advisory Services's portfolio in Q1 2026, its #41 holding.
  • Summit Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.