Summit Wealth Group, LLC Ishares Russell 2000 ETF Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 1,989 shares of IWM stock, worth $472,347. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,989
Previous 2,126 6.44%
Holding current value
$472,347
Previous $459,000 4.79%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$214.92 - $244.84 $29,444 - $33,543
-137 Reduced 6.44%
1,989 $481,000
Q2 2025

Aug 06, 2025
BUY
$174.82 - $215.79 $371,667 - $458,769
2,126 New
2,126 $459,000
Q1 2023

May 10, 2023
BUY
$170.25 - $198.32 $9.35 Million - $10.9 Million
54,947 New
54,947 $0

Others Institutions Holding IWM

# of Institutions
3,022
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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