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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
Q2 		$405K Sell
1,348
-5
-0.4% -$1.41K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IWM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares Russell 2000 ETF (IWM) stake by 0.37% in Q2 2026, selling an estimated $1.41K and leaving 1,348 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #244.

Summit Wealth Group (Colorado) first reported a position in IWM in Q2 2025 and has held it in 4 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,348 shares of iShares Russell 2000 ETF worth $405K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 5 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.41K.
  • iShares Russell 2000 ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #244 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.