Columbia Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Hold |
10,872
| – | – | 0.21% | 84 |
|
|
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 | $1.23M | 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
Columbia Asset Management's IWR Position: Q2 2026 in Review
Columbia Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 10,872 shares worth $1.2M. The position accounts for 0.21% of the portfolio, ranked #84.
Columbia Asset Management first reported a position in IWR in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.27M in Q3 2019. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Columbia Asset Management held 10,872 shares of iShares Russell Mid-Cap ETF worth $1.2M as of Q2 2026.
- Columbia Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
- iShares Russell Mid-Cap ETF made up 0.21% of Columbia Asset Management's portfolio in Q2 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 35 quarters since.
- Columbia Asset Management's iShares Russell Mid-Cap ETF position peaked at $1.27M in Q3 2019.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.