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

CJM Wealth Advisers’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.66M Buy
10,962
+414
+4% +$96.4K 0.7% 14
2026
Q1 		$2.25M Hold
10,548
– – 0.69% 15
2025
Q4 		$2.22M Sell
10,548
-49
-0.5% -$10.1K 0.66% 17
2025
Q3 		$2.16M Hold
10,597
– – 0.66% 18
2025
Q2 		$2.06M Hold
10,597
– – 0.69% 18
2025
Q1 		$1.99M Hold
10,597
– – 0.7% 15
2024
Q4 		$1.96M Sell
10,597
-312
-3% -$59.8K 0.66% 16
2024
Q3 		$2.07M Buy
10,909
+50
+0.5% +$9.11K 0.71% 15
2024
Q2 		$1.88M Sell
10,859
-443
-4% -$77.5K 0.69% 15
2024
Q1 		$2.02M Sell
11,302
-143
-1% -$24.2K 0.77% 14
2023
Q4 		$1.89M Buy
11,445
+244
+2% +$37.7K 0.83% 15
2023
Q3 		$1.7M Buy
11,201
+16
+0.1% +$2.54K 0.83% 15
2023
Q2 		$1.77M Buy
11,185
+1
+0% +$153 0.9% 15
2023
Q1 		$1.7M Hold
11,184
– – 0.97% 14
2022
Q4 		$1.7M Buy
11,184
+3,216
+40% +$481K 1.04% 13
2022
Q3 		$1.08M Hold
7,968
– – 0.77% 18
2022
Q2 		$1.16M Hold
7,968
– – 0.8% 18
2022
Q1 		$1.32M Hold
7,968
– – 0.91% 18
2021
Q4 		$1.34M Buy
+7,968
New +$1.31M 0.95% 16

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

CJM Wealth Advisers increased its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q2 2026, buying an estimated $96.4K and bringing the position to 10,962 shares worth $2.66M. The position accounts for 0.7% of the portfolio, ranked #14.

CJM Wealth Advisers first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 456 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • CJM Wealth Advisers held 10,962 shares of iShares Russell 1000 Value ETF worth $2.66M as of Q2 2026.
  • CJM Wealth Advisers bought 414 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $96.4K.
  • iShares Russell 1000 Value ETF made up 0.7% of CJM Wealth Advisers's portfolio in Q2 2026, its #14 holding.
  • CJM Wealth Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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