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Summit Trail Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Trail Advisors’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 		$62.4M Buy
251,769
+47,474
+23% +$12.2M 0.89% 18
2025
Q4 		$50.3M Buy
204,295
+56,477
+38% +$13.9M 0.87% 17
2025
Q3 		$35.8M Buy
147,818
+5,074
+4% +$1.16M 0.49% 30
2025
Q2 		$30.8M Buy
+142,744
New +$28.7M 0.53% 31
2024
Q4 		– Sell
-73,700
Closed -$16.3M – 575
2024
Q3 		$16.3M Buy
73,700
+10,298
+16% +$2.2M 0.4% 32
2024
Q2 		$12.9M Buy
63,402
+10,788
+21% +$2.18M 0.34% 38
2024
Q1 		$11.1M Buy
52,614
+6,234
+13% +$1.24M 0.29% 41
2023
Q4 		$9.31M Sell
46,380
-7,268
-14% -$1.3M 0.31% 38
2023
Q3 		$9.53M Buy
53,648
+20
+0% +$3.75K 0.35% 35
2023
Q2 		$10M Sell
53,628
-9,911
-16% -$1.77M 0.38% 35
2023
Q1 		$11.3M Sell
63,539
-16,052
-20% -$2.96M 0.46% 31
2022
Q4 		$13.9M Buy
79,591
+32,609
+69% +$5.8M 0.62% 23
2022
Q3 		$7.75M Buy
46,982
+2,633
+6% +$480K 0.42% 35
2022
Q2 		$7.51M Buy
44,349
+916
+2% +$169K 0.46% 35
2022
Q1 		$8.92M Sell
43,433
-5,661
-12% -$1.15M 0.72% 31
2021
Q4 		$10.9M Buy
49,094
+5,762
+13% +$1.3M 0.7% 34
2021
Q3 		$9.48M Buy
43,332
+825
+2% +$183K 0.71% 33
2021
Q2 		$9.75M Buy
42,507
+953
+2% +$214K 0.85% 29
2021
Q1 		$9.18M Sell
41,554
-736
-2% -$161K 0.99% 22
2020
Q4 		$8.29M Buy
42,290
+770
+2% +$135K 1.05% 24
2020
Q3 		$7.06M Sell
41,520
-7,738
-16% -$1.16M 1.37% 21
2020
Q2 		$7.05M Sell
49,258
-20,596
-29% -$2.7M 1.32% 15
2020
Q1 		$8M Buy
+69,854
New +$10.4M 2.15% 9
2019
Q4 		– Sell
-40,618
Closed -$6.15M – 96
2019
Q3 		$6.15M Buy
40,618
+12,262
+43% +$1.87M 2.19% 10
2019
Q2 		$4.41M Sell
28,356
-12,267
-30% -$1.89M 1.93% 12
2019
Q1 		$6.22M Buy
+40,623
New +$6.1M 2.69% 7
2018
Q2 		– Sell
-41,329
Closed -$2.65M – 563
2018
Q1 		$2.65M Buy
41,329
+4,802
+13% +$742K 0.45% 44
2017
Q4 		$5.7M Buy
+36,527
New +$5.49M 0.72% 24

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 Trail Advisors's IWM Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares Russell 2000 ETF (IWM) stake by 23% in Q1 2026, buying an estimated $12.2M and bringing the position to 251,769 shares worth $62.4M. The position accounts for 0.89% of the portfolio, ranked #18.

Summit Trail Advisors first reported a position in IWM in Q4 2017 and has held it in 28 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Summit Trail Advisors held 251,769 shares of iShares Russell 2000 ETF worth $62.4M as of Q1 2026.
  • Summit Trail Advisors bought 47,474 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.2M.
  • iShares Russell 2000 ETF made up 0.89% of Summit Trail Advisors's portfolio in Q1 2026, its #18 holding.
  • Summit Trail Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.