Columbia Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06M	Hold	10,872	–	–	0.2%	84
2025 Q4	$1.05M	Hold	10,872	–	–	0.19%	84
2025 Q3	$1.05M	Hold	10,872	–	–	0.2%	84
2025 Q2	$1,000K	Hold	10,872	–	–	0.2%	86
2025 Q1	$925K	Sell	10,872 -193	-2%	-$17.2K	0.18%	95
2024 Q4	$978K	Buy	11,065 +1	+0%	+$91	0.18%	92
2024 Q3	$975K	Hold	11,064	–	–	0.17%	88
2024 Q2	$897K	Buy	11,064 +1	+0%	+$81	0.17%	89
2024 Q1	$860K	Hold	11,063	–	–	0.17%	90
2023 Q4	$860K	Buy	11,063 +2	+0%	+$142	0.17%	90
2023 Q3	$766K	Hold	11,061	–	–	0.17%	90
2023 Q2	$808K	Buy	11,061 +1	+0%	+$70	0.17%	91
2023 Q1	$773K	Hold	11,060	–	–	0.17%	87
2022 Q4	$746K	Sell	11,060 -1,078	-9%	-$72.7K	0.18%	87
2022 Q3	$776K	Buy	12,138 +1,080	+10%	+$74.3K	0.2%	79
2022 Q2	$715K	Buy	+11,058	New	+$787K	0.18%	87
2021 Q4	$918K	Buy	11,057 +1	+0%	+$82	0.19%	84
2021 Q3	$865K	Hold	11,056	–	–	0.19%	91
2021 Q2	$876K	Buy	11,056 +1	+0%	+$78	0.19%	86
2021 Q1	$817K	Hold	11,055	–	–	0.15%	102
2020 Q4	$758K	Buy	11,055 +1	+0%	+$64	0.15%	103
2020 Q3	$634K	Buy	11,054 +1	+0%	+$57	0.15%	98
2020 Q2	$592K	Sell	11,053 -9,499	-46%	-$476K	0.14%	99
2020 Q1	$887K	Hold	20,552	–	–	0.22%	78
2019 Q4	$12.3K	Sell	20,552 -2,098	-9%	-$120K	0.3%	71
2019 Q3	$1.27M	Hold	22,650	–	–	0.33%	69
2019 Q2	$1.26M	Hold	22,650	–	–	0.33%	69
2019 Q1	$1.22M	Buy	22,650 +1	+0%	+$52	0.33%	67
2018 Q4	$1.05M	Buy	22,649 +1	+0%	+$50	0.32%	70
2018 Q3	$1.25M	Buy	22,648 +4	+0%	+$219	0.33%	71
2018 Q2	$1.2M	Sell	22,644 -4	-0%	-$211	0.35%	69
2018 Q1	$1.17M	Sell	22,648 -300	-1%	-$15.8K	0.34%	72
2017 Q4	$1.19M	Buy	22,948 +4	+0%	+$203	0.34%	73
2017 Q3	$1.13M	Buy	+22,944	New	+$1.11M	0.35%	71

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Columbia Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 10,872 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #84.

Columbia Asset Management first reported a position in IWR in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.27M in Q3 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Columbia Asset Management held 10,872 shares of iShares Russell Mid-Cap ETF worth $1.06M as of Q1 2026.
Columbia Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.2% of Columbia Asset Management's portfolio in Q1 2026, its #84 holding.
Columbia Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 34 quarters since.
Columbia Asset Management's iShares Russell Mid-Cap ETF position peaked at $1.27M in Q3 2019.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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