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

Summit Wealth Partners’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 		$6.91M Sell
22,997
-2,130
-8% -$599K 0.98% 32
2026
Q1 		$6.23M Buy
25,127
+263
+1% +$67.8K 0.99% 30
2025
Q4 		$6.12M Sell
24,864
-1,466
-6% -$360K 1.13% 25
2025
Q3 		$6.37M Sell
26,330
-1,354
-5% -$311K 1.15% 24
2025
Q2 		$5.97M Sell
27,684
-2,210
-7% -$445K 1.14% 23
2025
Q1 		$5.96M Sell
29,894
-1,667
-5% -$362K 1.21% 23
2024
Q4 		$6.97M Sell
31,561
-1,581
-5% -$360K 1.43% 23
2024
Q3 		$7.32M Sell
33,142
-821
-2% -$176K 1.41% 20
2024
Q2 		$6.89M Sell
33,963
-1,589
-4% -$321K 1.43% 19
2024
Q1 		$7.48M Sell
35,552
-422
-1% -$84.2K 1.59% 18
2023
Q4 		$7.22M Sell
35,974
-1,777
-5% -$318K 1.68% 18
2023
Q3 		$6.67M Sell
37,751
-651
-2% -$122K 1.7% 18
2023
Q2 		$7.19M Buy
38,402
+94
+0.2% +$16.8K 1.8% 17
2023
Q1 		$6.83M Sell
38,308
-1,038
-3% -$191K 1.76% 17
2022
Q4 		$6.86M Sell
39,346
-2,681
-6% -$477K 1.82% 17
2022
Q3 		$6.93M Sell
42,027
-622
-1% -$113K 1.96% 15
2022
Q2 		$7.22M Sell
42,649
-4,001
-9% -$738K 1.93% 17
2022
Q1 		$9.58M Buy
46,650
+614
+1% +$125K 2.17% 16
2021
Q4 		$10.2M Buy
46,036
+29
+0.1% +$6.55K 2.2% 16
2021
Q3 		$10.1M Buy
46,007
+1,938
+4% +$430K 2.38% 16
2021
Q2 		$10.1M Sell
44,069
-972
-2% -$219K 2.41% 16
2021
Q1 		$9.95M Buy
45,041
+3,299
+8% +$720K 2.55% 14
2020
Q4 		$8.18M Buy
41,742
+544
+1% +$95.2K 2.23% 17
2020
Q3 		$6.17M Sell
41,198
-2,651
-6% -$399K 1.86% 19
2020
Q2 		$6.28M Sell
43,849
-848
-2% -$111K 2.03% 19
2020
Q1 		$5.12M Buy
44,697
+7,449
+20% +$1.11M 2.08% 18
2019
Q4 		$6.17M Buy
+37,248
New +$5.89M 2.13% 19

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Summit Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q2 2026, selling an estimated $599K and leaving 22,997 shares worth $6.91M. The position accounts for 0.98% of the portfolio, ranked #32.

Summit Wealth Partners first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Summit Wealth Partners held 22,997 shares of iShares Russell 2000 ETF worth $6.91M as of Q2 2026.
  • Summit Wealth Partners sold 2,130 iShares Russell 2000 ETF shares in Q2 2026, an estimated $599K.
  • iShares Russell 2000 ETF made up 0.98% of Summit Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Summit Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares Russell 2000 ETF position peaked at $10.2M in Q4 2021.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.