Columbia Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Columbia Asset Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Hold	980	–	–	0.04%	164
2026 Q1	$209K	Hold	980	–	–	0.04%	167
2025 Q4	$206K	Buy	+980	New	+$202K	0.04%	166
2024 Q2	–	Sell	-1,435	Closed	-$237K	–	173
2024 Q1	$237K	Hold	1,435	–	–	0.05%	157
2023 Q4	$237K	Hold	1,435	–	–	0.05%	157
2023 Q3	$218K	Sell	1,435 -525	-27%	-$83.3K	0.05%	154
2023 Q2	$309K	Hold	1,960	–	–	0.07%	137
2023 Q1	$298K	Hold	1,960	–	–	0.07%	136
2022 Q4	$297K	Hold	1,960	–	–	0.07%	134
2022 Q3	$267K	Hold	1,960	–	–	0.07%	143
2022 Q2	$284K	Buy	+1,960	New	+$307K	0.07%	143
2021 Q4	$430K	Hold	2,562	–	–	0.09%	136
2021 Q3	$401K	Hold	2,562	–	–	0.09%	136
2021 Q2	$406K	Hold	2,562	–	–	0.09%	134
2021 Q1	$388K	Hold	2,562	–	–	0.07%	143
2020 Q4	$350K	Sell	2,562 -300	-10%	-$38.5K	0.07%	143
2020 Q3	$338K	Buy	+2,862	New	+$339K	0.08%	133

Other funds holding IWD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Columbia Asset Management's IWD Position: Q2 2026 in Review

Columbia Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 980 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #164.

Columbia Asset Management first reported a position in IWD in Q3 2020 and has held it in 17 quarters since. The position peaked at $430K in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Columbia Asset Management held 980 shares of iShares Russell 1000 Value ETF worth $238K as of Q2 2026.
Columbia Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Columbia Asset Management's portfolio in Q2 2026, its #164 holding.
Columbia Asset Management first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 17 quarters since.
Columbia Asset Management's iShares Russell 1000 Value ETF position peaked at $430K in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.