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 Q2	$492K	Sell	1,636 -189	-10%	-$53.1K	0.1%	82
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Summit Wealth Group reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, selling an estimated $53.1K and leaving 1,636 shares worth $492K. 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 6 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Summit Wealth Group held 1,636 shares of iShares Russell 2000 ETF worth $492K as of Q2 2026.
Summit Wealth Group sold 189 iShares Russell 2000 ETF shares in Q2 2026, an estimated $53.1K.
iShares Russell 2000 ETF made up 0.1% of Summit Wealth Group's portfolio in Q2 2026, its #82 holding.
Summit Wealth Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 6 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.