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

Summit Wealth Group (Colorado)’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 Q2	$7.59M	Buy	19,272 +1,487	+8%	+$543K	0.63%	26
2026 Q1	$5.6M	Buy	17,785 +11,336	+176%	+$3.77M	0.59%	27
2025 Q4	$2.08M	Buy	+6,449	New	+$2.1M	0.28%	52
2025 Q3	–	Sell	-6,417	Closed	-$1.83M	–	369
2025 Q2	$1.83M	Buy	+6,417	New	+$1.69M	0.46%	52

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its iShares Russell 2000 Growth ETF (IWO) stake by 8.4% in Q2 2026, buying an estimated $543K and bringing the position to 19,272 shares worth $7.59M. The position accounts for 0.63% of the portfolio, ranked #26.

Summit Wealth Group (Colorado) first reported a position in IWO in Q2 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Summit Wealth Group (Colorado) held 19,272 shares of iShares Russell 2000 Growth ETF worth $7.59M as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,487 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $543K.
iShares Russell 2000 Growth ETF made up 0.63% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #26 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
419 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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