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CJM Wealth Advisers’s iShares Russell 1000 ETF IWB Stock Holding History

CJM Wealth Advisers’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Hold
2,926
– – 0.31% 34
2026
Q1 		$1.04M Hold
2,926
– – 0.32% 33
2025
Q4 		$1.09M Hold
2,926
– – 0.33% 31
2025
Q3 		$1.07M Sell
2,926
-231
-7% -$81.4K 0.33% 29
2025
Q2 		$1.07M Hold
3,157
– – 0.36% 29
2025
Q1 		$968K Hold
3,157
– – 0.34% 28
2024
Q4 		$1.02M Hold
3,157
– – 0.34% 25
2024
Q3 		$993K Hold
3,157
– – 0.34% 26
2024
Q2 		$941K Hold
3,157
– – 0.35% 27
2024
Q1 		$909K Hold
3,157
– – 0.34% 26
2023
Q4 		$828K Hold
3,157
– – 0.37% 26
2023
Q3 		$742K Hold
3,157
– – 0.36% 26
2023
Q2 		$769K Hold
3,157
– – 0.39% 25
2023
Q1 		$711K Hold
3,157
– – 0.4% 24
2022
Q4 		$665K Hold
3,157
– – 0.41% 25
2022
Q3 		$623K Hold
3,157
– – 0.44% 26
2022
Q2 		$656K Hold
3,157
– – 0.46% 25
2022
Q1 		$789K Hold
3,157
– – 0.54% 23
2021
Q4 		$835K Buy
+3,157
New +$813K 0.59% 24

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CJM Wealth Advisers's IWB Position: Q2 2026 in Review

CJM Wealth Advisers held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,926 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #34.

CJM Wealth Advisers first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 302 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • CJM Wealth Advisers held 2,926 shares of iShares Russell 1000 ETF worth $1.2M as of Q2 2026.
  • CJM Wealth Advisers left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.31% of CJM Wealth Advisers's portfolio in Q2 2026, its #34 holding.
  • CJM Wealth Advisers first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.