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CWA Asset Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

CWA Asset Management Group’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 		$618K Hold
1,449
– – 0.02% 463
2026
Q1 		$537K Hold
1,449
– – 0.02% 472
2025
Q4 		$561K Buy
1,449
+207
+17% +$79.4K 0.02% 444
2025
Q3 		$471K Hold
1,242
– – 0.02% 477
2025
Q2 		$436K Sell
1,242
-537
-30% -$174K 0.02% 466
2025
Q1 		$565K Buy
1,779
+569
+47% +$191K 0.03% 410
2024
Q4 		$404K Hold
1,210
– – 0.02% 424
2024
Q3 		$395K Buy
+1,210
New +$381K 0.02% 407
2024
Q1 		$363K Hold
1,210
– – 0.02% 377
2023
Q4 		$331K Hold
1,210
– – 0.02% 312
2023
Q3 		$297K Hold
1,210
– – 0.02% 289
2023
Q2 		$308K Buy
+1,210
New +$291K 0.02% 278
2022
Q2 		– Sell
-1,052
Closed -$276K – 315
2022
Q1 		$276K Buy
1,052
+27
+3% +$6.99K 0.02% 242
2021
Q4 		$284K Buy
+1,025
New +$278K 0.02% 242

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

CWA Asset Management Group's IWV Position: Q2 2026 in Review

CWA Asset Management Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,449 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #463.

CWA Asset Management Group first reported a position in IWV in Q4 2021 and has held it in 14 quarters since. 509 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • CWA Asset Management Group held 1,449 shares of iShares Russell 3000 ETF worth $618K as of Q2 2026.
  • CWA Asset Management Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #463 holding.
  • CWA Asset Management Group first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 14 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.