CJM Wealth Advisers’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$835K | 0.59% | 24 |
|