IRON Financial’s AdvisorShares Focused Equity ETF CWS Stock Holding History

IRON Financial’s Portfolio CWS Stock Details CWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$273K	Hold	4,000	–	–	0.11%	117
2026 Q1	$259K	Hold	4,000	–	–	0.11%	111
2025 Q4	$275K	Hold	4,000	–	–	0.13%	101
2025 Q3	$275K	Hold	4,000	–	–	0.13%	94
2025 Q2	$280K	Hold	4,000	–	–	0.15%	92
2025 Q1	$262K	Hold	4,000	–	–	0.15%	84
2024 Q4	$259K	Hold	4,000	–	–	0.15%	80
2024 Q3	$275K	Hold	4,000	–	–	0.15%	78
2024 Q2	$249K	Hold	4,000	–	–	0.14%	85
2024 Q1	$255K	Hold	4,000	–	–	0.14%	82
2023 Q4	$237K	Hold	4,000	–	–	0.13%	85
2023 Q3	$209K	Hold	4,000	–	–	0.12%	92
2023 Q2	$216K	Hold	4,000	–	–	0.12%	89
2023 Q1	$203K	Buy	+4,000	New	+$199K	0.11%	91

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

IRON Financial's CWS Position: Q2 2026 in Review

IRON Financial held its AdvisorShares Focused Equity ETF (CWS) position steady in Q2 2026 at 4,000 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #117.

IRON Financial first reported a position in CWS in Q1 2023 and has held it in 14 quarters since. The position peaked at $280K in Q2 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

IRON Financial held 4,000 shares of AdvisorShares Focused Equity ETF worth $273K as of Q2 2026.
IRON Financial left its AdvisorShares Focused Equity ETF share count unchanged in Q2 2026.
AdvisorShares Focused Equity ETF made up 0.11% of IRON Financial's portfolio in Q2 2026, its #117 holding.
IRON Financial first reported a position in AdvisorShares Focused Equity ETF in Q1 2023 and has held it in 14 quarters since.
IRON Financial's AdvisorShares Focused Equity ETF position peaked at $280K in Q2 2025.
52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.