McCollum Christoferson Group’s iShares Russell 2000 ETF IWM Stock Holding History

McCollum Christoferson 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
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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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. 967 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.
967 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.