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 Q3	$266K	Hold	4,000	–	–	0.11%	109
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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IRON Financial's CWS Position: Q3 2026 in Review

IRON Financial held its AdvisorShares Focused Equity ETF (CWS) position steady in Q3 2026 at 4,000 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #109.

IRON Financial first reported a position in CWS in Q1 2023 and has held it in 15 quarters since. The position peaked at $280K in Q2 2025. 6 funds tracked by Wall St. Rank hold CWS as of Q3 2026.

IRON Financial held 4,000 shares of AdvisorShares Focused Equity ETF worth $266K as of Q3 2026.
IRON Financial left its AdvisorShares Focused Equity ETF share count unchanged in Q3 2026.
AdvisorShares Focused Equity ETF made up 0.11% of IRON Financial's portfolio in Q3 2026, its #109 holding.
IRON Financial first reported a position in AdvisorShares Focused Equity ETF in Q1 2023 and has held it in 15 quarters since.
IRON Financial's AdvisorShares Focused Equity ETF position peaked at $280K in Q2 2025.
6 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.