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Colorado Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Colorado Capital Management’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
Q2 		$1.29M Sell
4,291
-731
-15% -$205K 0.44% 46
2026
Q1 		$1.25M Sell
5,022
-86
-2% -$22.2K 0.46% 46
2025
Q4 		$1.26M Sell
5,108
-61
-1% -$15K 0.47% 47
2025
Q3 		$1.25M Hold
5,169
– – 0.48% 48
2025
Q2 		$1.12M Sell
5,169
-86
-2% -$17.3K 0.48% 48
2025
Q1 		$1.05M Buy
5,255
+115
+2% +$24.9K 0.49% 49
2024
Q4 		$1.14M Sell
5,140
-272
-5% -$62K 0.55% 43
2024
Q3 		$1.2M Sell
5,412
-115
-2% -$24.6K 0.59% 46
2024
Q2 		$1.12M Sell
5,527
-227
-4% -$45.9K 0.63% 45
2024
Q1 		$1.21M Hold
5,754
– – 0.7% 42
2023
Q4 		$1.16M Sell
5,754
-392
-6% -$70.2K 0.76% 39
2023
Q3 		$1.09M Sell
6,146
-23
-0.4% -$4.32K 0.82% 33
2023
Q2 		$1.16M Buy
6,169
+9
+0.1% +$1.6K 0.85% 34
2023
Q1 		$1.1M Hold
6,160
– – 0.85% 33
2022
Q4 		$1.07M Buy
6,160
+205
+3% +$36.5K 0.89% 29
2022
Q3 		$982K Hold
5,955
– – 0.85% 31
2022
Q2 		$1.01M Hold
5,955
– – 0.82% 32
2022
Q1 		$1.22M Hold
5,955
– – 0.88% 31
2021
Q4 		$1.33M Sell
5,955
-256
-4% -$57.8K 0.89% 31
2021
Q3 		$1.36M Sell
6,211
-469
-7% -$104K 0.96% 30
2021
Q2 		$1.53M Sell
6,680
-200
-3% -$45K 1.03% 31
2021
Q1 		$1.52M Sell
6,880
-603
-8% -$132K 1.09% 30
2020
Q4 		$1.47M Buy
7,483
+319
+4% +$55.8K 1.07% 30
2020
Q3 		$1.07M Sell
7,164
-943
-12% -$142K 0.89% 32
2020
Q2 		$1.16M Sell
8,107
-291
-3% -$38.2K 1.01% 29
2020
Q1 		$961K Sell
8,398
-843
-9% -$126K 0.89% 33
2019
Q4 		$1.53M Sell
9,241
-237
-3% -$37.5K 1.09% 26
2019
Q3 		$1.43M Sell
9,478
-132
-1% -$20.2K 1.07% 26
2019
Q2 		$1.49M Sell
9,610
-85
-0.9% -$13.1K 1.11% 26
2019
Q1 		$1.48M Sell
9,695
-140
-1% -$21K 1.11% 27
2018
Q4 		$1.32M Buy
9,835
+15
+0.2% +$2.24K 1.1% 27
2018
Q3 		$1.66M Sell
9,820
-40
-0.4% -$6.75K 1.19% 25
2018
Q2 		$1.61M Sell
9,860
-24
-0.2% -$3.84K 1.09% 30
2018
Q1 		$1.5M Sell
9,884
-84
-0.8% -$13K 1.01% 30
2017
Q4 		$1.52M Sell
9,968
-45
-0.4% -$6.76K 1.06% 30
2017
Q3 		$1.48M Buy
10,013
+70
+0.7% +$9.85K 1.11% 30
2017
Q2 		$1.4M Sell
9,943
-123
-1% -$17K 1.1% 30
2017
Q1 		$1.38M Sell
10,066
-142
-1% -$19.4K 1.16% 28
2016
Q4 		$1.38M Buy
10,208
+26
+0.3% +$3.32K 1.25% 30
2016
Q3 		$1.26M Sell
10,182
-470
-4% -$57.1K 1.17% 30
2016
Q2 		$1.22M Buy
10,652
+533
+5% +$60.1K 1.18% 30
2016
Q1 		$1.12M Buy
10,119
+294
+3% +$30.4K 1.12% 29
2015
Q4 		$1.11M Buy
+9,825
New +$1.13M 1.2% 28

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Colorado Capital Management's IWM Position: Q2 2026 in Review

Colorado Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, selling an estimated $205K and leaving 4,291 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #46.

Colorado Capital Management first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.66M in Q3 2018. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Colorado Capital Management held 4,291 shares of iShares Russell 2000 ETF worth $1.29M as of Q2 2026.
  • Colorado Capital Management sold 731 iShares Russell 2000 ETF shares in Q2 2026, an estimated $205K.
  • iShares Russell 2000 ETF made up 0.44% of Colorado Capital Management's portfolio in Q2 2026, its #46 holding.
  • Colorado Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • Colorado Capital Management's iShares Russell 2000 ETF position peaked at $1.66M in Q3 2018.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.