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Columbia River Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Columbia River Financial Group’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
2025
Q2 		– Sell
-556
Closed -$110K – 84
2025
Q1 		$110K Buy
+556
New +$121K 0.07% 66

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Columbia River Financial Group's IWM Position: Q2 2025 in Review

Columbia River Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 556 shares — an estimated $110K sold.

Columbia River Financial Group first reported a position in IWM in Q1 2025 and held it in 1 quarter. The position peaked at $110K in Q1 2025. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Columbia River Financial Group reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 556 iShares Russell 2000 ETF shares in Q2 2025, an estimated $110K.
  • Columbia River Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's iShares Russell 2000 ETF position peaked at $110K in Q1 2025.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.