Summit Securities Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $195K | Buy |
+650
| New | +$183K | 0.02% | 279 |
|
|
2026
Q1 | – | Sell |
-1
| Closed | -$258 | – | 1218 |
|
|
2025
Q4 | $246 | Buy |
+1
| New | +$246 | ﹤0.01% | 965 |
|
|
2025
Q1 | – | Sell |
-2,400
| Closed | -$530K | – | 946 |
|
|
2024
Q4 | $530K | Buy |
+2,400
| New | +$547K | 0.11% | 132 |
|
|
2023
Q3 | – | Sell |
-37,800
| Closed | -$7.1M | – | 802 |
|
|
2023
Q2 | $7.08M | Buy |
+37,800
| New | +$6.74M | 0.92% | 20 |
|
|
2023
Q1 | – | Sell |
-9,300
| Closed | -$1.71M | – | 1053 |
|
|
2022
Q4 | $1.62M | Sell |
9,300
-8,489
| -48% | -$1.51M | 0.06% | 135 |
|
|
2022
Q3 | $2.93M | Buy |
17,789
+15,489
| +673% | +$2.83M | 0.22% | 74 |
|
|
2022
Q2 | $390K | Sell |
2,300
-100
| -4% | -$18.4K | 0.05% | 214 |
|
|
2022
Q1 | $493K | Sell |
2,400
-12,600
| -84% | -$2.57M | 0.06% | 227 |
|
|
2021
Q4 | $3.34M | Buy |
15,000
+2,400
| +19% | +$542K | 0.16% | 106 |
|
|
2021
Q3 | $2.76M | Buy |
12,600
+10,500
| +500% | +$2.33M | 0.21% | 109 |
|
|
2021
Q2 | $482K | Sell |
2,100
-7,600
| -78% | -$1.71M | 0.04% | 392 |
|
|
2021
Q1 | $2.14M | Sell |
9,700
-12,400
| -56% | -$2.71M | 0.24% | 91 |
|
|
2020
Q4 | $4.33M | Buy |
+22,100
| New | +$3.87M | 0.37% | 72 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$211K | – | 433 |
|
|
2020
Q2 | $200K | Sell |
1,400
-8,589
| -86% | -$1.13M | 0.02% | 394 |
|
|
2020
Q1 | $1.14M | Buy |
9,989
+3,389
| +51% | +$505K | 0.2% | 109 |
|
|
2019
Q4 | $1.09M | Buy |
6,600
+1,700
| +35% | +$269K | 0.08% | 202 |
|
|
2019
Q3 | $742K | Sell |
4,900
-500
| -9% | -$76.3K | 0.07% | 158 |
|
|
2019
Q2 | $840K | Buy |
+5,400
| New | +$832K | 0.1% | 155 |
|
|
2019
Q1 | – | Sell |
-9,100
| Closed | -$1.22M | – | 282 |
|
|
2018
Q4 | $1.22M | Buy |
+9,100
| New | +$1.36M | 0.11% | 121 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$305K | – | 194 |
|
|
2017
Q4 | $305K | Buy |
2,000
+300
| +18% | +$45.1K | 0.04% | 124 |
|
|
2017
Q3 | $252K | Sell |
1,700
-33,300
| -95% | -$4.69M | 0.04% | 163 |
|
|
2017
Q2 | $4.93M | Buy |
35,000
+13,626
| +64% | +$1.89M | 0.88% | 13 |
|
|
2017
Q1 | $2.94M | Sell |
21,374
-29,645
| -58% | -$4.05M | 0.85% | 19 |
|
|
2016
Q4 | $6.88M | Buy |
51,019
+46,016
| +920% | +$5.88M | 1.5% | 13 |
|
|
2016
Q3 | $621K | Buy |
+5,003
| New | +$608K | 0.21% | 62 |
|
|
2016
Q2 | – | Sell |
-9,100
| Closed | -$1.01M | – | 266 |
|
|
2016
Q1 | $1.01M | Buy |
9,100
+1,200
| +15% | +$124K | 0.71% | 44 |
|
|
2015
Q4 | $889K | Sell |
7,900
-1,240
| -14% | -$143K | 0.29% | 58 |
|
|
2015
Q3 | $998K | Buy |
9,140
+8,240
| +916% | +$977K | 0.72% | 27 |
|
|
2015
Q2 | $112K | Sell |
900
-1,200
| -57% | -$150K | 0.05% | 118 |
|
|
2015
Q1 | $261K | Buy |
2,100
+66
| +3% | +$7.96K | 0.2% | 72 |
|
|
2014
Q4 | $243K | Sell |
2,034
-38,050
| -95% | -$4.35M | 0.07% | 173 |
|
|
2014
Q3 | $4.38M | Buy |
40,084
+34,847
| +665% | +$3.99M | 1.27% | 21 |
|
|
2014
Q2 | $622K | Sell |
5,237
-263
| -5% | -$29.9K | 0.21% | 76 |
|
|
2014
Q1 | $640K | Buy |
+5,500
| New | +$634K | 0.38% | 41 |
|
Other funds holding IWM
Summit Securities Group's IWM Position: Q2 2026 in Review
Summit Securities Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 650 shares worth $195K. The stake represents 0.02% of the portfolio and ranks #279 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in IWM as recently as Q4 2025.
Summit Securities Group first reported a position in IWM in Q1 2014 and has held it in 34 quarters since. The position peaked at $7.08M in Q2 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Summit Securities Group held 650 shares of iShares Russell 2000 ETF worth $195K as of Q2 2026.
- iShares Russell 2000 ETF was a new Summit Securities Group position in Q2 2026.
- iShares Russell 2000 ETF made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #279 holding.
- Summit Securities Group first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 34 quarters since.
- Summit Securities Group's iShares Russell 2000 ETF position peaked at $7.08M in Q2 2023.
- 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.