Capital Advisors Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Capital Advisors Wealth Management’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	$426K	Hold	1,000	–	–	0.05%	154
2026 Q1	$371K	Hold	1,000	–	–	0.05%	155
2025 Q4	$387K	Hold	1,000	–	–	0.05%	147
2025 Q3	$379K	Hold	1,000	–	–	0.05%	140
2025 Q2	$351K	Hold	1,000	–	–	0.06%	144
2025 Q1	$318K	Hold	1,000	–	–	0.06%	135
2024 Q4	$334K	Hold	1,000	–	–	0.06%	125
2024 Q3	$327K	Hold	1,000	–	–	0.06%	123
2024 Q2	$309K	Hold	1,000	–	–	0.06%	121
2024 Q1	$300K	Hold	1,000	–	–	0.06%	114
2023 Q4	$274K	Hold	1,000	–	–	0.06%	116
2023 Q3	$245K	Hold	1,000	–	–	0.06%	111
2023 Q2	$254K	Hold	1,000	–	–	0.07%	109
2023 Q1	$235K	Hold	1,000	–	–	0.07%	113
2022 Q4	$221K	Sell	1,000 -228	-19%	-$50.7K	0.07%	114
2022 Q3	$254K	Hold	1,228	–	–	0.08%	96
2022 Q2	$267K	Buy	+1,228	New	+$291K	0.09%	93

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Advisors Wealth Management's IWV Position: Q2 2026 in Review

Capital Advisors Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,000 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #154.

Capital Advisors Wealth Management first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Capital Advisors Wealth Management held 1,000 shares of iShares Russell 3000 ETF worth $426K as of Q2 2026.
Capital Advisors Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #154 holding.
Capital Advisors Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.