CJM Wealth Advisers’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $968K | Hold |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $993K | Hold |
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|
2024
Q2 | $941K | Hold |
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|
2024
Q1 | $909K | Hold |
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|
2023
Q4 | $828K | Hold |
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|
2023
Q3 | $742K | Hold |
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|
2023
Q2 | $769K | Hold |
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|
2023
Q1 | $711K | Hold |
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|
2022
Q4 | $665K | Hold |
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|
2022
Q3 | $623K | Hold |
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|
2022
Q2 | $656K | Hold |
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|
2022
Q1 | $789K | Hold |
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|
2021
Q4 | $835K | Buy |
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