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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
2026
Q1 		$2.03M Buy
+8,200
New +$2.12M 0.25% 41
2024
Q1 		– Sell
-155,800
Closed -$31.3M – 693
2023
Q4 		$31.3M Buy
155,800
+30,800
+25% +$5.52M 2.82% 9
2023
Q3 		$22.1M Buy
125,000
+75,000
+150% +$14.1M 2.27% 9
2023
Q2 		$9.36M Sell
50,000
-310,000
-86% -$55.3M 1.22% 13
2023
Q1 		$64.2M Buy
360,000
+160,000
+80% +$29.5M 5.28% 2
2022
Q4 		$34.9M Buy
200,000
+85,000
+74% +$15.1M 1.31% 16
2022
Q3 		$19M Sell
115,000
-40,000
-26% -$7.3M 1.42% 21
2022
Q2 		$26.3M Sell
155,000
-225,000
-59% -$41.5M 3.26% 5
2022
Q1 		$78M Buy
380,000
+49,900
+15% +$10.2M 8.73% 2
2021
Q4 		$73.4M Buy
+330,100
New +$74.6M 3.44% 4
2021
Q3 		– Sell
-100
Closed -$2.29M – 799
2021
Q2 		$2.29M Buy
100
+60
+150% +$13.5K 0.19% 118
2021
Q1 		$884K Sell
40
-60
-60% -$13.1K 0.1% 219
2020
Q4 		$1.96M Sell
100
-994
-91% -$174K 0.17% 146
2020
Q3 		$16.4M Sell
1,094
-604
-36% -$90.9K 1.72% 11
2020
Q2 		$24.3M Buy
1,698
+209
+14% +$27.4K 3.02% 6
2020
Q1 		$17M Buy
+1,489
New +$222K 3% 3
2019
Q1 		– Sell
-88
Closed -$1.18M – 283
2018
Q4 		$1.18M Buy
+88
New +$13.1K 0.1% 122
2017
Q1 		– Sell
-60
Closed -$809K – 341
2016
Q4 		$809K Buy
+60
New +$7.67K 0.18% 113
2016
Q2 		– Sell
-90
Closed -$2K – 267
2016
Q1 		$2K Buy
+90
New +$9.32K ﹤0.01% 134
2015
Q1 		– Sell
-325
Closed -$3K – 520
2014
Q4 		$3K Buy
+325
New +$37.2K ﹤0.01% 517
2014
Q2 		– Sell
-46
Closed -$2K – 618
2014
Q1 		$2K Buy
+46
New +$5.31K ﹤0.01% 349

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.