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

Summit Wealth Group (Colorado)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.54M Buy
20,545
+645
+3% +$135K 0.38% 38
2026
Q1 		$3.77M Buy
19,900
+17,038
+595% +$3.3M 0.4% 37
2025
Q4 		$519K Buy
+2,862
New +$514K 0.07% 141
2025
Q3 		– Sell
-3,008
Closed -$475K – 368
2025
Q2 		$475K Buy
+3,008
New +$448K 0.12% 135

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q2 2026, buying an estimated $135K and bringing the position to 20,545 shares worth $4.54M. The position accounts for 0.38% of the portfolio, ranked #38.

Summit Wealth Group (Colorado) first reported a position in IWN in Q2 2025 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Summit Wealth Group (Colorado) held 20,545 shares of iShares Russell 2000 Value ETF worth $4.54M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 645 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $135K.
  • iShares Russell 2000 Value ETF made up 0.38% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #38 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 430 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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