McCollum Christoferson Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $327K | Sell |
1,090
-15
| -1% | -$4.21K | 0.1% | 66 |
|
|
2026
Q1 | $274K | Sell |
1,105
-417
| -27% | -$108K | 0.08% | 70 |
|
|
2025
Q4 | $375K | Buy |
1,522
+27
| +2% | +$6.64K | 0.11% | 61 |
|
|
2025
Q3 | $362K | Buy |
1,495
+40
| +3% | +$9.18K | 0.1% | 61 |
|
|
2025
Q2 | $314K | Sell |
1,455
-82
| -5% | -$16.5K | 0.09% | 58 |
|
|
2025
Q1 | $307K | Buy |
1,537
+65
| +4% | +$14.1K | 0.09% | 60 |
|
|
2024
Q4 | $325K | Hold |
1,472
| – | – | 0.1% | 59 |
|
|
2024
Q3 | $325K | Hold |
1,472
| – | – | 0.09% | 59 |
|
|
2024
Q2 | $299K | Sell |
1,472
-103
| -7% | -$20.8K | 0.09% | 60 |
|
|
2024
Q1 | $331K | Buy |
1,575
+4
| +0.3% | +$798 | 0.1% | 54 |
|
|
2023
Q4 | $315K | Hold |
1,571
| – | – | 0.1% | 51 |
|
|
2023
Q3 | $278K | Sell |
1,571
-55
| -3% | -$10.3K | 0.09% | 57 |
|
|
2023
Q2 | $305K | Buy |
1,626
+105
| +7% | +$18.7K | 0.09% | 57 |
|
|
2023
Q1 | $271K | Hold |
1,521
| – | – | 0.08% | 58 |
|
|
2022
Q4 | $265K | Hold |
1,521
| – | – | 0.08% | 55 |
|
|
2022
Q3 | $251K | Sell |
1,521
-410
| -21% | -$74.8K | 0.08% | 54 |
|
|
2022
Q2 | $327K | Sell |
1,931
-225
| -10% | -$41.5K | 0.1% | 53 |
|
|
2022
Q1 | $443K | Sell |
2,156
-208
| -9% | -$42.4K | 0.11% | 55 |
|
|
2021
Q4 | $526K | Sell |
2,364
-145
| -6% | -$32.8K | 0.12% | 52 |
|
|
2021
Q3 | $549K | Sell |
2,509
-445
| -15% | -$98.7K | 0.13% | 52 |
|
|
2021
Q2 | $678K | Sell |
2,954
-198
| -6% | -$44.5K | 0.16% | 49 |
|
|
2021
Q1 | $696K | Hold |
3,152
| – | – | 0.18% | 48 |
|
|
2020
Q4 | $618K | Sell |
3,152
-400
| -11% | -$70K | 0.16% | 48 |
|
|
2020
Q3 | $532K | Sell |
3,552
-140
| -4% | -$21.1K | 0.15% | 52 |
|
|
2020
Q2 | $529K | Sell |
3,692
-255
| -6% | -$33.5K | 0.17% | 51 |
|
|
2020
Q1 | $452K | Sell |
3,947
-60
| -1% | -$8.95K | 0.18% | 53 |
|
|
2019
Q4 | $664K | Hold |
4,007
| – | – | 0.22% | 52 |
|
|
2019
Q3 | $607K | Sell |
4,007
-360
| -8% | -$55K | 0.22% | 53 |
|
|
2019
Q2 | $679K | Sell |
4,367
-240
| -5% | -$37K | 0.24% | 52 |
|
|
2019
Q1 | $705K | Sell |
4,607
-95
| -2% | -$14.3K | 0.26% | 54 |
|
|
2018
Q4 | $630K | Sell |
4,702
-43
| -0.9% | -$6.42K | 0.27% | 53 |
|
|
2018
Q3 | $800K | Hold |
4,745
| – | – | 0.29% | 54 |
|
|
2018
Q2 | $777K | Buy |
4,745
+65
| +1% | +$10.4K | 0.32% | 53 |
|
|
2018
Q1 | $711K | Buy |
4,680
+7
| +0.1% | +$1.08K | 0.3% | 54 |
|
|
2017
Q4 | $712K | Buy |
+4,673
| New | +$702K | 0.29% | 54 |
|
Other funds holding IWM
McCollum Christoferson Group's IWM Position: Q2 2026 in Review
McCollum Christoferson Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, selling an estimated $4.21K and leaving 1,090 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #66.
McCollum Christoferson Group first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $800K in Q3 2018. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- McCollum Christoferson Group held 1,090 shares of iShares Russell 2000 ETF worth $327K as of Q2 2026.
- McCollum Christoferson Group sold 15 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.21K.
- iShares Russell 2000 ETF made up 0.1% of McCollum Christoferson Group's portfolio in Q2 2026, its #66 holding.
- McCollum Christoferson Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
- McCollum Christoferson Group's iShares Russell 2000 ETF position peaked at $800K in Q3 2018.
- 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.