CCWM
IWV icon

Cassaday & Co Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Cassaday & Co 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 		$105K Buy
246
+86
+54% +$35.4K ﹤0.01% 471
2026
Q1 		$59.3K Buy
+160
New +$61.9K ﹤0.01% 580

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cassaday & Co Wealth Management's IWV Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 54% in Q2 2026, buying an estimated $35.4K and bringing the position to 246 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Cassaday & Co Wealth Management first reported a position in IWV in Q1 2026 and has held it in 2 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Cassaday & Co Wealth Management held 246 shares of iShares Russell 3000 ETF worth $105K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 86 iShares Russell 3000 ETF shares in Q2 2026, an estimated $35.4K.
  • iShares Russell 3000 ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.