Summit Wealth Group, LLC Ishares Russell 2000 ETF Transaction History

Summit Wealth Group, LLC

  • $389 Million
  • Q2 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 2,126 shares of IWM stock, worth $468,400. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,126
Holding current value
$468,400
% of portfolio
0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
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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