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

Centurion 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 		– Sell
-700
Closed -$259K – 304
2026
Q1 		$259K Hold
700
– – 0.06% 261
2025
Q4 		$271K Hold
700
– – 0.06% 252
2025
Q3 		$265K Hold
700
– – 0.06% 244
2025
Q2 		$246K Buy
+700
New +$227K 0.07% 199

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Centurion Wealth Management's IWV Position: Q2 2026 in Review

Centurion Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 700 shares — an estimated $259K sold.

Centurion Wealth Management first reported a position in IWV in Q2 2025 and held it in 4 quarters. The position peaked at $271K in Q4 2025. 140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Centurion Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 700 iShares Russell 3000 ETF shares in Q2 2026, an estimated $259K.
  • Centurion Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2025 and held it in 4 quarters.
  • Centurion Wealth Management's iShares Russell 3000 ETF position peaked at $271K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.