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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
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 $1.37T 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 Place Financial Advisors's IWM Position: Q1 2026 in Review

Summit Place Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q1 2026, buying an estimated $218K and bringing the position to 18,680 shares worth $4.63M. The position accounts for 2.22% of the portfolio, ranked #9.

Summit Place Financial Advisors first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.63M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Summit Place Financial Advisors held 18,680 shares of iShares Russell 2000 ETF worth $4.63M as of Q1 2026.
  • Summit Place Financial Advisors bought 845 iShares Russell 2000 ETF shares in Q1 2026, an estimated $218K.
  • iShares Russell 2000 ETF made up 2.22% of Summit Place Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Summit Place Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Summit Place Financial Advisors's iShares Russell 2000 ETF position peaked at $4.63M in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.