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Columbia Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Columbia Asset Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-646
Closed -$117K – 176
2025
Q4 		$117K Buy
+646
New +$116K 0.02% 171

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Columbia Asset Management's IWN Position: Q1 2026 in Review

Columbia Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 646 shares — an estimated $117K sold.

Columbia Asset Management first reported a position in IWN in Q4 2025 and held it in 1 quarter. The position peaked at $117K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Columbia Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Columbia Asset Management sold 646 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $117K.
  • Columbia Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and held it in 1 quarter.
  • Columbia Asset Management's iShares Russell 2000 Value ETF position peaked at $117K in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.