Capital Squared Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Capital Squared Financial’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 Q3	$371K	Hold	859	–	–	0.24%	64
2026 Q2	$366K	Sell	859 -24	-3%	-$9.9K	0.24%	66
2026 Q1	$327K	Buy	883 +1	+0.1%	+$387	0.25%	65
2025 Q4	$341K	Sell	882 -25	-3%	-$9.6K	0.27%	62
2025 Q3	$344K	Sell	907 -45	-5%	-$16.4K	0.3%	60
2025 Q2	$334K	Buy	+952	New	+$309K	0.39%	49

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Capital Squared Financial's IWV Position: Q3 2026 in Review

Capital Squared Financial held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 859 shares worth $371K. The position accounts for 0.24% of the portfolio, ranked #64.

Capital Squared Financial first reported a position in IWV in Q2 2025 and has held it in 6 quarters since. 365 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Capital Squared Financial held 859 shares of iShares Russell 3000 ETF worth $371K as of Q3 2026.
Capital Squared Financial left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.24% of Capital Squared Financial's portfolio in Q3 2026, its #64 holding.
Capital Squared Financial first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 6 quarters since.
365 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.