Cannon Financial Strategists’s iShares Russell 3000 ETF IWV Stock Holding History

Cannon Financial Strategists’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308K	Hold	723	–	–	0.04%	103
2026 Q1	$268K	Hold	723	–	–	0.04%	88
2025 Q4	$280K	Hold	723	–	–	0.04%	82
2025 Q3	$274K	Hold	723	–	–	0.04%	81
2025 Q2	$254K	Hold	723	–	–	0.04%	85
2025 Q1	$230K	Hold	723	–	–	0.04%	86
2024 Q4	$242K	Hold	723	–	–	0.04%	84
2024 Q3	$236K	Hold	723	–	–	0.04%	89
2024 Q2	$223K	Hold	723	–	–	0.04%	87
2024 Q1	$217K	Buy	+723	New	+$206K	0.04%	89
2022 Q1	–	Sell	-723	Closed	-$201K	–	66
2021 Q4	$201K	Buy	+723	New	+$196K	0.07%	62

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cannon Financial Strategists's IWV Position: Q2 2026 in Review

Cannon Financial Strategists held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 723 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #103.

Cannon Financial Strategists first reported a position in IWV in Q4 2021 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Cannon Financial Strategists held 723 shares of iShares Russell 3000 ETF worth $308K as of Q2 2026.
Cannon Financial Strategists left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of Cannon Financial Strategists's portfolio in Q2 2026, its #103 holding.
Cannon Financial Strategists first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 11 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.