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Summit Wealth & Retirement Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Summit Wealth & Retirement Planning’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 		$5.69M Sell
22,937
-447
-2% -$115K 1.36% 16
2025
Q4 		$5.76M Sell
23,384
-113
-0.5% -$27.8K 1.36% 15
2025
Q3 		$5.69M Sell
23,497
-111
-0.5% -$25.5K 1.4% 15
2025
Q2 		$5.09M Sell
23,608
-3,007
-11% -$605K 1.37% 16
2025
Q1 		$5.31M Sell
26,615
-9
-0% -$1.95K 1.63% 14
2024
Q4 		$5.88M Sell
26,624
-75
-0.3% -$17.1K 1.82% 14
2024
Q3 		$5.9M Sell
26,699
-1,199
-4% -$257K 1.88% 14
2024
Q2 		$5.66M Sell
27,898
-196
-0.7% -$39.6K 1.93% 13
2024
Q1 		$5.91M Sell
28,094
-140
-0.5% -$27.9K 2.11% 13
2023
Q4 		$5.67M Sell
28,234
-1,122
-4% -$201K 2.39% 13
2023
Q3 		$5.19M Buy
29,356
+504
+2% +$94.6K 2.09% 14
2023
Q2 		$5.4M Sell
28,852
-986
-3% -$176K 2.13% 15
2023
Q1 		$5.32M Buy
29,838
+3,573
+14% +$658K 1.99% 15
2022
Q4 		$4.58M Buy
26,265
+4,949
+23% +$880K 1.86% 15
2022
Q3 		$3.52M Sell
21,316
-5,792
-21% -$1.06M 1.4% 18
2022
Q2 		$4.59M Buy
27,108
+2,993
+12% +$552K 1.76% 15
2022
Q1 		$4.95M Buy
24,115
+5,620
+30% +$1.15M 1.75% 15
2021
Q4 		$4.11M Sell
18,495
-868
-4% -$196K 1.41% 18
2021
Q3 		$4.24M Buy
19,363
+2,000
+12% +$443K 1.55% 17
2021
Q2 		$3.98M Sell
17,363
-581
-3% -$131K 1.47% 19
2021
Q1 		$3.96M Sell
17,944
-631
-3% -$138K 1.47% 18
2020
Q4 		$3.64M Sell
18,575
-813
-4% -$142K 1.38% 18
2020
Q3 		$2.9M Sell
19,388
-678
-3% -$102K 1.25% 19
2020
Q2 		$2.87M Buy
20,066
+2,805
+16% +$368K 1.35% 20
2020
Q1 		$1.98M Buy
17,261
+14,615
+552% +$2.18M 1.06% 27
2019
Q4 		$438K Sell
2,646
-13
-0.5% -$2.06K 0.2% 90
2019
Q3 		$402K Buy
2,659
+76
+3% +$11.6K 0.24% 82
2019
Q2 		$402K Sell
2,583
-611
-19% -$94.2K 0.24% 86
2019
Q1 		$489K Buy
3,194
+3
+0.1% +$451 0.29% 80
2018
Q4 		$427K Buy
+3,191
New +$476K 0.32% 68

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 & Retirement Planning's IWM Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q1 2026, selling an estimated $115K and leaving 22,937 shares worth $5.69M. The position accounts for 1.36% of the portfolio, ranked #16.

Summit Wealth & Retirement Planning first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.91M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Summit Wealth & Retirement Planning held 22,937 shares of iShares Russell 2000 ETF worth $5.69M as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 447 iShares Russell 2000 ETF shares in Q1 2026, an estimated $115K.
  • iShares Russell 2000 ETF made up 1.36% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #16 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's iShares Russell 2000 ETF position peaked at $5.91M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.