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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
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 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.