Cahill Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.85M | Buy |
9,031
+5
| +0.1% | +$2.06K | 0.37% | 51 |
|
|
2026
Q1 | $3.35M | Buy |
9,026
+3
| +0% | +$1.16K | 0.36% | 50 |
|
|
2025
Q4 | $3.49M | Buy |
9,023
+14
| +0.2% | +$5.37K | 0.38% | 48 |
|
|
2025
Q3 | $3.41M | Buy |
9,009
+8
| +0.1% | +$2.92K | 0.39% | 47 |
|
|
2025
Q2 | $3.16M | Buy |
9,001
+8
| +0.1% | +$2.6K | 0.39% | 45 |
|
|
2025
Q1 | $2.86M | Buy |
8,993
+14
| +0.2% | +$4.69K | 0.39% | 45 |
|
|
2024
Q4 | $3M | Buy |
8,979
+619
| +7% | +$208K | 0.41% | 43 |
|
|
2024
Q3 | $2.73M | Buy |
8,360
+25
| +0.3% | +$7.87K | 0.37% | 47 |
|
|
2024
Q2 | $2.57M | Buy |
8,335
+20
| +0.2% | +$5.97K | 0.35% | 53 |
|
|
2024
Q1 | $2.5M | Sell |
8,315
-16
| -0.2% | -$4.56K | 0.34% | 57 |
|
|
2023
Q4 | $2.28M | Buy |
8,331
+5
| +0.1% | +$1.27K | 0.34% | 62 |
|
|
2023
Q3 | $2.04M | Hold |
8,326
| – | – | 0.34% | 62 |
|
|
2023
Q2 | $2.12M | Buy |
8,326
+21
| +0.3% | +$5.05K | 0.34% | 60 |
|
|
2023
Q1 | $1.95M | Buy |
8,305
+30
| +0.4% | +$6.92K | 0.35% | 63 |
|
|
2022
Q4 | $1.83M | Sell |
8,275
-97
| -1% | -$21.6K | 0.35% | 66 |
|
|
2022
Q3 | $1.73M | Sell |
8,372
-169
| -2% | -$38.9K | 0.37% | 68 |
|
|
2022
Q2 | $1.86M | Buy |
8,541
+14
| +0.2% | +$3.31K | 0.39% | 61 |
|
|
2022
Q1 | $2.24M | Sell |
8,527
-1,663
| -16% | -$430K | 0.42% | 58 |
|
|
2021
Q4 | $2.83M | Sell |
10,190
-158
| -2% | -$42.8K | 0.55% | 45 |
|
|
2021
Q3 | $2.64M | Sell |
10,348
-6
| -0.1% | -$1.57K | 0.54% | 44 |
|
|
2021
Q2 | $2.65M | Sell |
10,354
-178
| -2% | -$44.4K | 0.6% | 41 |
|
|
2021
Q1 | $2.5M | Sell |
10,532
-112
| -1% | -$26K | 0.61% | 38 |
|
|
2020
Q4 | $2.38M | Sell |
10,644
-465
| -4% | -$97.7K | 0.6% | 41 |
|
|
2020
Q3 | $2.17M | Sell |
11,109
-223
| -2% | -$43.1K | 0.78% | 33 |
|
|
2020
Q2 | $2.04M | Sell |
11,332
-759
| -6% | -$129K | 0.79% | 32 |
|
|
2020
Q1 | $1.79M | Sell |
12,091
-279
| -2% | -$49.6K | 0.83% | 34 |
|
|
2019
Q4 | $2.33M | Sell |
12,370
-1,191
| -9% | -$215K | 0.85% | 33 |
|
|
2019
Q3 | $2.36M | Sell |
13,561
-694
| -5% | -$120K | 0.92% | 29 |
|
|
2019
Q2 | $2.46M | Sell |
14,255
-58
| -0.4% | -$9.84K | 0.97% | 26 |
|
|
2019
Q1 | $2.39M | Sell |
14,313
-119
| -0.8% | -$19.1K | 0.99% | 26 |
|
|
2018
Q4 | $2.12M | Buy |
14,432
+183
| +1% | +$29.1K | 1.06% | 22 |
|
|
2018
Q3 | $2.46M | Sell |
14,249
-658
| -4% | -$111K | 1.08% | 21 |
|
|
2018
Q2 | $2.42M | Sell |
14,907
-80
| -0.5% | -$12.9K | 1.12% | 20 |
|
|
2018
Q1 | $2.34M | Sell |
14,987
-261
| -2% | -$42.2K | 1.12% | 23 |
|
|
2017
Q4 | $2.41M | Sell |
15,248
-246
| -2% | -$37.9K | 1.21% | 23 |
|
|
2017
Q3 | $2.31M | Buy |
15,494
+506
| +3% | +$73.9K | 1.22% | 23 |
|
|
2017
Q2 | $2.16M | Sell |
14,988
-956
| -6% | -$136K | 1.2% | 24 |
|
|
2017
Q1 | $2.23M | Sell |
15,944
-841
| -5% | -$116K | 1.29% | 25 |
|
|
2016
Q4 | $2.23M | Sell |
16,785
-171
| -1% | -$22.2K | 1.36% | 23 |
|
|
2016
Q3 | $2.17M | Sell |
16,956
-392
| -2% | -$50.1K | 1.41% | 21 |
|
|
2016
Q2 | $2.15M | Sell |
17,348
-1,071
| -6% | -$131K | 1.5% | 21 |
|
|
2016
Q1 | $2.23M | Sell |
18,419
-750
| -4% | -$85.8K | 1.67% | 19 |
|
|
2015
Q4 | $2.31M | Buy |
19,169
+126
| +0.7% | +$15.3K | 1.89% | 14 |
|
|
2015
Q3 | $2.17M | Sell |
19,043
-3,810
| -17% | -$461K | 1.76% | 17 |
|
|
2015
Q2 | $2.83M | Buy |
22,853
+283
| +1% | +$35.6K | 2.12% | 11 |
|
|
2015
Q1 | $2.8M | Buy |
22,570
+331
| +1% | +$40.8K | 2.13% | 12 |
|
|
2014
Q4 | $2.72M | Buy |
22,239
+453
| +2% | +$54.1K | 2.1% | 13 |
|
|
2014
Q3 | $2.54M | Buy |
21,786
+114
| +0.5% | +$13.4K | 2.03% | 15 |
|
|
2014
Q2 | $2.55M | Buy |
21,672
+43
| +0.2% | +$4.89K | 2% | 15 |
|
|
2014
Q1 | $2.43M | Buy |
21,629
+17
| +0.1% | +$1.88K | 2.08% | 14 |
|
|
2013
Q4 | $2.39M | Buy |
+21,612
| New | +$2.29M | 2.07% | 13 |
|
Other funds holding IWV
SCM
PWA
EK
TF
Cahill Financial Advisors's IWV Position: Q2 2026 in Review
Cahill Financial Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.06% in Q2 2026, buying an estimated $2.06K and bringing the position to 9,031 shares worth $3.85M. The position accounts for 0.37% of the portfolio, ranked #51.
Cahill Financial Advisors first reported a position in IWV in Q4 2013 and has held it in 51 quarters since. 703 funds tracked by Wall St. Rank hold IWV as of Q2 2026.
- Cahill Financial Advisors held 9,031 shares of iShares Russell 3000 ETF worth $3.85M as of Q2 2026.
- Cahill Financial Advisors bought 5 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.06K.
- iShares Russell 3000 ETF made up 0.37% of Cahill Financial Advisors's portfolio in Q2 2026, its #51 holding.
- Cahill Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 51 quarters since.
- 703 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.
Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.