Summit Securities Group’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Securities Group’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	–	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Summit Securities Group's IWM Position: Q1 2026 in Review

Summit Securities Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1 share — an estimated $258 sold.

Summit Securities Group first reported a position in IWM in Q1 2014 and held it in 33 quarters. The position peaked at $7.08M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Summit Securities Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
Summit Securities Group first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 33 quarters.
Summit Securities Group's iShares Russell 2000 ETF position peaked at $7.08M in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.