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
2024 Q1	–	Sell	-291,200	Closed	-$58.4M	–	692
2023 Q4	$58.4M	Buy	291,200 +81,200	+39%	+$14.5M	5.27%	3
2023 Q3	$37.1M	Buy	+210,000	New	+$39.4M	3.82%	4
2023 Q2	–	Sell	-300,000	Closed	-$53.5M	–	996
2023 Q1	$53.5M	Buy	300,000 +100,000	+50%	+$18.4M	4.4%	3
2022 Q4	$34.9M	Buy	+200,000	New	+$35.6M	1.31%	15
2021 Q3	–	Sell	-1,000	Closed	-$22.9M	–	798
2021 Q2	$22.9M	Buy	+1,000	New	+$225K	1.9%	4
2021 Q1	–	Sell	-341	Closed	-$6.69M	–	669
2020 Q4	$6.69M	Sell	341 -1,083	-76%	-$190K	0.56%	41
2020 Q3	$21.3M	Buy	1,424 +614	+76%	+$92.4K	2.24%	6
2020 Q2	$11.6M	Buy	810 +17	+2%	+$2.23K	1.44%	11
2020 Q1	$9.07M	Buy	+793	New	+$118K	1.6%	16
2017 Q4	–	Sell	-80	Closed	-$1.19M	–	220
2017 Q3	$1.19M	Buy	+80	New	+$11.3K	0.2%	54
2016 Q1	–	Sell	-156	Closed	-$279K	–	238
2015 Q4	$279K	Buy	+156	New	+$18K	0.09%	152
2014 Q4	–	Sell	-255	Closed	-$333K	–	662
2014 Q3	$333K	Buy	+255	New	+$29.2K	0.1%	151

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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.