Colony Family Offices’s iShares Russell 2000 ETF IWM Stock Holding History

Colony Family Offices’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	–	Sell	-104	Closed	-$25.6K	–	63
2025 Q4	$25.6K	Hold	104	–	–	0.01%	63
2025 Q3	$25.2K	Hold	104	–	–	0.01%	66
2025 Q2	$22.4K	Hold	104	–	–	0.01%	63
2025 Q1	$20.7K	Sell	104 -15	-13%	-$3.25K	0.01%	64
2024 Q4	$26.3K	Buy	119 +15	+14%	+$3.42K	0.01%	65
2024 Q3	$23K	Buy	+104	New	+$22.3K	0.01%	57

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Colony Family Offices's IWM Position: Q1 2026 in Review

Colony Family Offices sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 104 shares — an estimated $25.6K sold.

Colony Family Offices first reported a position in IWM in Q3 2024 and held it in 6 quarters. The position peaked at $26.3K in Q4 2024. 2,589 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Colony Family Offices reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Colony Family Offices sold 104 iShares Russell 2000 ETF shares in Q1 2026, an estimated $25.6K.
Colony Family Offices first reported a position in iShares Russell 2000 ETF in Q3 2024 and held it in 6 quarters.
Colony Family Offices's iShares Russell 2000 ETF position peaked at $26.3K in Q4 2024.
2,589 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Colony Family Offices's 13F filing for Q1 2026, filed 21 Apr 2026.