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

CJM Wealth Advisers’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.94M Sell
55,869
-5,919
-10% -$714K 1.82% 9
2026
Q1 		$6.59M Sell
61,788
-1,512
-2% -$172K 2.01% 10
2025
Q4 		$7.49M Sell
63,300
-2,380
-4% -$282K 2.24% 9
2025
Q3 		$7.69M Sell
65,680
-2,560
-4% -$285K 2.36% 9
2025
Q2 		$7.24M Sell
68,240
-2,552
-4% -$244K 2.41% 7
2025
Q1 		$6.39M Buy
70,792
+320
+0.5% +$31.6K 2.26% 7
2024
Q4 		$7.07M Buy
70,472
+748
+1% +$73.6K 2.38% 6
2024
Q3 		$6.54M Sell
69,724
-320
-0.5% -$29K 2.24% 7
2024
Q2 		$6.44M Sell
70,044
-496
-0.7% -$42.3K 2.37% 6
2024
Q1 		$5.94M Buy
70,540
+2,308
+3% +$186K 2.25% 7
2023
Q4 		$5.17M Buy
68,232
+1,040
+2% +$73.5K 2.28% 8
2023
Q3 		$4.47M Buy
67,192
+1,364
+2% +$94.2K 2.17% 9
2023
Q2 		$4.53M Buy
65,828
+13,928
+27% +$886K 2.3% 9
2023
Q1 		$3.17M Sell
51,900
-964
-2% -$55.5K 1.8% 9
2022
Q4 		$2.83M Sell
52,864
-28,712
-35% -$1.58M 1.74% 9
2022
Q3 		$4.29M Sell
81,576
-8,576
-10% -$504K 3.06% 7
2022
Q2 		$4.93M Sell
90,152
-28,936
-24% -$1.74M 3.43% 6
2022
Q1 		$8.27M Sell
119,088
-12,768
-10% -$872K 5.66% 5
2021
Q4 		$10.1M Buy
+131,856
New +$9.77M 7.17% 3

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

CJM Wealth Advisers reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.6% in Q2 2026, selling an estimated $714K and leaving 55,869 shares worth $6.94M. The position accounts for 1.82% of the portfolio, ranked #9.

CJM Wealth Advisers first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q4 2021. 637 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • CJM Wealth Advisers held 55,869 shares of iShares Russell 1000 Growth ETF worth $6.94M as of Q2 2026.
  • CJM Wealth Advisers sold 5,919 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $714K.
  • iShares Russell 1000 Growth ETF made up 1.82% of CJM Wealth Advisers's portfolio in Q2 2026, its #9 holding.
  • CJM Wealth Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's iShares Russell 1000 Growth ETF position peaked at $10.1M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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