SWGC
IWM icon

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
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 – 367
2025
Q2 		$248K Buy
+1,150
New +$231K 0.06% 203

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 Wealth Group (Colorado)'s IWM Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Russell 2000 ETF (IWM) stake by 0.67% in Q1 2026, buying an estimated $2.32K and bringing the position to 1,353 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #239.

Summit Wealth Group (Colorado) first reported a position in IWM in Q2 2025 and has held it in 3 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Summit Wealth Group (Colorado) held 1,353 shares of iShares Russell 2000 ETF worth $335K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 9 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.32K.
  • iShares Russell 2000 ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #239 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.