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

Summit Wealth Partners’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 		$570K Hold
1,446
– – 0.08% 162
2026
Q1 		$454K Sell
1,446
-214
-13% -$71.2K 0.07% 174
2025
Q4 		$536K Hold
1,660
– – 0.1% 120
2025
Q3 		$531K Sell
1,660
-102
-6% -$30.8K 0.1% 130
2025
Q2 		$504K Hold
1,762
– – 0.1% 131
2025
Q1 		$450K Hold
1,762
– – 0.09% 133
2024
Q4 		$507K Sell
1,762
-34
-2% -$10.1K 0.1% 121
2024
Q3 		$510K Hold
1,796
– – 0.1% 136
2024
Q2 		$472K Hold
1,796
– – 0.1% 139
2024
Q1 		$486K Hold
1,796
– – 0.1% 134
2023
Q4 		$453K Hold
1,796
– – 0.11% 126
2023
Q3 		$403K Hold
1,796
– – 0.1% 121
2023
Q2 		$436K Hold
1,796
– – 0.11% 118
2023
Q1 		$407K Hold
1,796
– – 0.1% 121
2022
Q4 		$385K Sell
1,796
-7
-0.4% -$1.53K 0.1% 124
2022
Q3 		$372K Buy
1,803
+7
+0.4% +$1.57K 0.11% 112
2022
Q2 		$371K Hold
1,796
– – 0.1% 110
2022
Q1 		$459K Hold
1,796
– – 0.1% 103
2021
Q4 		$526K Sell
1,796
-126
-7% -$38K 0.11% 92
2021
Q3 		$564K Hold
1,922
– – 0.13% 83
2021
Q2 		$599K Hold
1,922
– – 0.14% 84
2021
Q1 		$578K Sell
1,922
-4
-0.2% -$1.24K 0.15% 83
2020
Q4 		$552K Hold
1,926
– – 0.15% 82
2020
Q3 		$427K Hold
1,926
– – 0.13% 97
2020
Q2 		$398K Hold
1,926
– – 0.13% 98
2020
Q1 		$305K Buy
+1,926
New +$382K 0.12% 84

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

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

Summit Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,446 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #162.

Summit Wealth Partners first reported a position in IWO in Q1 2020 and has held it in 26 quarters since. The position peaked at $599K in Q2 2021. 573 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Summit Wealth Partners held 1,446 shares of iShares Russell 2000 Growth ETF worth $570K as of Q2 2026.
  • Summit Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Summit Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Summit Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $599K in Q2 2021.
  • 573 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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