Summit Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 26,330 shares of IWM stock, worth $6.25 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

26,330

Previous 27,684 4.89%

Holding current value

$6.25 Million

Previous $5.97 Billion 6.64%

% of portfolio

1.15%

Previous 1.14%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$214.92 - $244.84 $291,001 - $331,513	-1,354 Reduced 4.89%	26,330 $6.37 Billion
Q2 2025 Aug 11, 2025	SELL	$174.82 - $215.79 $386,352 - $476,895	-2,210 Reduced 7.39%	27,684 $5.97 Billion
Q1 2025 May 06, 2025	SELL	$198.1 - $229.79 $330,232 - $383,059	-1,667 Reduced 5.28%	29,894 $5.96 Billion
Q4 2024 Jan 27, 2025	SELL	$216.13 - $242.4 $341,701 - $383,234	-1,581 Reduced 4.77%	31,561 $6.97 Billion
Q3 2024 Oct 28, 2024	SELL	$200.87 - $224.6 $164,914 - $184,396	-821 Reduced 2.42%	33,142 $7.32 Billion

Q2 2024 Sep 11, 2024	SELL	$192.84 - $209.44 $306,422 - $332,800	-1,589 Reduced 4.47%	33,963 $6.89 Billion
Q1 2024 Sep 11, 2024	SELL	$189.48 - $210.3 $79,960 - $88,746	-422 Reduced 1.17%	35,552 $7.48 Billion
Q4 2023 Sep 11, 2024	SELL	$162.21 - $204.82 $288,247 - $363,965	-1,777 Reduced 4.71%	35,974 $7.22 Billion
Q3 2023 Sep 11, 2024	SELL	$174.36 - $198.71 $113,508 - $129,360	-651 Reduced 1.7%	37,751 $6.67 Billion
Q2 2023 Sep 11, 2024	BUY	$170.4 - $187.93 $16,017 - $17,665	94 Added 0.25%	38,402 $7.19 Billion
Q1 2023 Sep 11, 2024	SELL	$170.25 - $198.32 $176,719 - $205,856	-1,038 Reduced 2.64%	38,308 $6.83 Billion
Q4 2022 Sep 11, 2024	SELL	$166.81 - $188.05 $447,217 - $504,162	-2,681 Reduced 6.38%	39,346 $6.86 Billion
Q3 2022 Sep 11, 2024	SELL	$164.17 - $201.07 $102,113 - $125,065	-622 Reduced 1.46%	42,027 $6.93 Billion
Q2 2022 Sep 11, 2024	SELL	$163.9 - $207.91 $655,763 - $831,847	-4,001 Reduced 8.58%	42,649 $7.22 Billion
Q1 2022 Sep 11, 2024	BUY	$191.52 - $225.32 $117,593 - $138,346	614 Added 1.33%	46,650 $9.58 Billion
Q4 2021 Sep 10, 2024	BUY	$212.12 - $242.56 $6,151 - $7,034	29 Added 0.06%	46,036 $10.2 Billion
Q3 2021 Sep 10, 2024	BUY	$211.73 - $231.39 $410,332 - $448,433	1,938 Added 4.4%	46,007 $10.1 Billion
Q2 2021 Sep 10, 2024	SELL	$211.85 - $232.89 $205,918 - $226,369	-972 Reduced 2.16%	44,069 $10.1 Billion
Q1 2021 Sep 10, 2024	BUY	$193.5 - $234.42 $638,356 - $773,351	3,299 Added 7.9%	45,041 $9.95 Billion
Q4 2020 Sep 10, 2024	BUY	$152.18 - $199.14 $82,785 - $108,332	544 Added 1.32%	41,742 $8.18 Billion
Q3 2020 Sep 10, 2024	SELL	$139.07 - $158.46 $368,674 - $420,077	-2,651 Reduced 6.05%	41,198 $6.17 Billion
Q2 2020 Sep 10, 2024	SELL	$104.62 - $153.09 $88,717 - $129,820	-848 Reduced 1.9%	43,849 $6.28 Billion
Q1 2020 Sep 10, 2024	BUY	$99.9 - $169.53 $744,155 - $1.26 Million	7,449 Added 20.0%	44,697 $5.12 Billion
Q4 2019 Sep 09, 2024	BUY	$146.46 - $166.68 $5.46 Million - $6.21 Million	37,248 New	37,248 $6.17 Billion

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

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Summit Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History