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

Summit Place Financial Advisors’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 		$5.75M Buy
19,131
+451
+2% +$127K 2.52% 7
2026
Q1 		$4.63M Buy
18,680
+845
+5% +$218K 2.22% 9
2025
Q4 		$4.39M Buy
17,835
+1,205
+7% +$296K 2.13% 10
2025
Q3 		$4.02M Buy
16,630
+294
+2% +$67.5K 1.9% 17
2025
Q2 		$3.53M Buy
16,336
+925
+6% +$186K 1.77% 20
2025
Q1 		$3.07M Buy
15,411
+911
+6% +$198K 1.74% 25
2024
Q4 		$3.2M Sell
14,500
-165
-1% -$37.6K 1.82% 19
2024
Q3 		$3.24M Sell
14,665
-421
-3% -$90.1K 1.81% 20
2024
Q2 		$3.06M Buy
15,086
+565
+4% +$114K 1.81% 21
2024
Q1 		$3.05M Sell
14,521
-765
-5% -$153K 1.79% 21
2023
Q4 		$3.07M Sell
15,286
-1,775
-10% -$318K 2.01% 12
2023
Q3 		$3.02M Sell
17,061
-775
-4% -$145K 2.15% 7
2023
Q2 		$3.34M Buy
17,836
+50
+0.3% +$8.91K 2.16% 7
2023
Q1 		$3.17M Buy
17,786
+1,200
+7% +$221K 2.25% 7
2022
Q4 		$2.89M Sell
16,586
-5,075
-23% -$903K 2.38% 5
2022
Q3 		$3.57M Buy
21,661
+4,165
+24% +$760K 3.32% 4
2022
Q2 		$2.96M Sell
17,496
-5,075
-22% -$936K 2.49% 6
2022
Q1 		$4.63M Buy
22,571
+2,145
+11% +$438K 3.11% 4
2021
Q4 		$4.54M Buy
20,426
+260
+1% +$58.8K 3.14% 4
2021
Q3 		$4.41M Buy
20,166
+660
+3% +$146K 3.22% 3
2021
Q2 		$4.47M Buy
19,506
+1,750
+10% +$393K 3.29% 3
2021
Q1 		$3.92M Buy
17,756
+3,675
+26% +$802K 3.16% 2
2020
Q4 		$2.76M Buy
14,081
+8,230
+141% +$1.44M 2.39% 7
2020
Q3 		$876K Buy
+5,851
New +$880K 0.88% 49

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Place Financial Advisors's IWM Position: Q2 2026 in Review

Summit Place Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, buying an estimated $127K and bringing the position to 19,131 shares worth $5.75M. The position accounts for 2.52% of the portfolio, ranked #7.

Summit Place Financial Advisors first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Summit Place Financial Advisors held 19,131 shares of iShares Russell 2000 ETF worth $5.75M as of Q2 2026.
  • Summit Place Financial Advisors bought 451 iShares Russell 2000 ETF shares in Q2 2026, an estimated $127K.
  • iShares Russell 2000 ETF made up 2.52% of Summit Place Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Summit Place Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.