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

Summit Wealth Group’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 		$453K Sell
1,825
-9
-0.5% -$2.32K 0.1% 82
2025
Q4 		$451K Sell
1,834
-155
-8% -$38.1K 0.11% 78
2025
Q3 		$481K Sell
1,989
-137
-6% -$31.4K 0.12% 68
2025
Q2 		$459K Buy
+2,126
New +$428K 0.12% 65
2023
Q2 		– Sell
-54,947
Closed – – 175
2023
Q1 		$0 Buy
+54,947
New +$10.1M ﹤0.01% 210

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's IWM Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.49% in Q1 2026, selling an estimated $2.32K and leaving 1,825 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #82.

Summit Wealth Group first reported a position in IWM in Q1 2023 and has held it in 5 quarters since. The position peaked at $481K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Summit Wealth Group held 1,825 shares of iShares Russell 2000 ETF worth $453K as of Q1 2026.
  • Summit Wealth Group sold 9 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.32K.
  • iShares Russell 2000 ETF made up 0.1% of Summit Wealth Group's portfolio in Q1 2026, its #82 holding.
  • Summit Wealth Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 5 quarters since.
  • Summit Wealth Group's iShares Russell 2000 ETF position peaked at $481K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.