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

Summit Trail Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$324K Hold
1,032
– – ﹤0.01% 1287
2025
Q4 		$333K Buy
1,032
+29
+3% +$9.43K 0.01% 1189
2025
Q3 		$321K Hold
1,003
– – ﹤0.01% 1192
2025
Q2 		$287K Buy
+1,003
New +$264K ﹤0.01% 939
2024
Q4 		– Sell
-1,003
Closed -$285K – 577
2024
Q3 		$285K Buy
1,003
+79
+9% +$21.6K 0.01% 557
2024
Q2 		$243K Sell
924
-7
-0.8% -$1.82K 0.01% 542
2024
Q1 		$252K Sell
931
-179
-16% -$45.7K 0.01% 511
2023
Q4 		$280K Hold
1,110
– – 0.01% 415
2023
Q3 		$249K Sell
1,110
-10
-0.9% -$2.39K 0.01% 430
2023
Q2 		$272K Sell
1,120
-533
-32% -$122K 0.01% 397
2023
Q1 		$375K Sell
1,653
-368
-18% -$84.2K 0.02% 272
2022
Q4 		$434K Sell
2,021
-1,955
-49% -$428K 0.02% 204
2022
Q3 		$821K Sell
3,976
-50
-1% -$11.3K 0.04% 121
2022
Q2 		$831K Sell
4,026
-176
-4% -$39.2K 0.05% 137
2022
Q1 		$1.07M Buy
4,202
+26
+0.6% +$6.66K 0.09% 100
2021
Q4 		$1.22M Hold
4,176
– – 0.08% 118
2021
Q3 		$1.23M Buy
4,176
+1,955
+88% +$587K 0.09% 102
2021
Q2 		$692K Sell
2,221
-203
-8% -$61.1K 0.06% 118
2021
Q1 		$729K Buy
2,424
+219
+10% +$68K 0.08% 100
2020
Q4 		$632K Sell
2,205
-194
-8% -$49.4K 0.08% 99
2020
Q3 		$593K Sell
2,399
-596
-20% -$130K 0.11% 94
2020
Q2 		$620K Sell
2,995
-1,479
-33% -$277K 0.12% 80
2020
Q1 		$708K Buy
+4,474
New +$888K 0.19% 57
2018
Q1 		– Sell
-1,611
Closed -$307K – 1066
2017
Q4 		$307K Buy
+1,611
New +$294K 0.04% 315

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Summit Trail Advisors's IWO Position: Q1 2026 in Review

Summit Trail Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,032 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Summit Trail Advisors first reported a position in IWO in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.23M in Q3 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Summit Trail Advisors held 1,032 shares of iShares Russell 2000 Growth ETF worth $324K as of Q1 2026.
  • Summit Trail Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1287 holding.
  • Summit Trail Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 24 quarters since.
  • Summit Trail Advisors's iShares Russell 2000 Growth ETF position peaked at $1.23M in Q3 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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