Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$3.37M Buy
12,110
+10,762
+798% +$3.16M 0.21% 66
2026
Q2 		$405K Sell
1,348
-5
-0.4% -$1.4K 0.03% 244
2026
Q1 		$335K Buy
1,353
+9
+0.7% +$2.32K 0.04% 239
2025
Q4 		$331K Buy
+1,344
New +$330K 0.04% 198
2025
Q3 		– Sell
-1,150
Closed -$248K – 567
2025
Q2 		$248K Buy
+1,150
New +$231K 0.06% 203

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IWM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Russell 2000 ETF (IWM) stake by 798% in Q3 2026, buying an estimated $3.16M and bringing the position to 12,110 shares worth $3.37M. The position accounts for 0.21% of the portfolio, ranked #66.

Summit Wealth Group (Colorado) first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 12,110 shares of iShares Russell 2000 ETF worth $3.37M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 10,762 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.16M.
  • iShares Russell 2000 ETF made up 0.21% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #66 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.