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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
1,550 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.