CV Advisors
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CV Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CV Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$333K Hold
1,200
– – 0.06% 93
2026
Q2 		$361K Hold
1,200
– – 0.07% 98
2026
Q1 		$298K Hold
1,200
– – 0.08% 36
2025
Q4 		$295K Sell
1,200
-65
-5% -$16K 0.08% 40
2025
Q3 		$306K Buy
+1,265
New +$290K 0.08% 41

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MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

CV Advisors's IWM Position: Q3 2026 in Review

CV Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,200 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #93.

CV Advisors first reported a position in IWM in Q3 2025 and has held it in 5 quarters since. The position peaked at $361K in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • CV Advisors held 1,200 shares of iShares Russell 2000 ETF worth $333K as of Q3 2026.
  • CV Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.06% of CV Advisors's portfolio in Q3 2026, its #93 holding.
  • CV Advisors first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 5 quarters since.
  • CV Advisors's iShares Russell 2000 ETF position peaked at $361K in Q2 2026.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.