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CJM Wealth Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

CJM Wealth Advisers’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.46M Sell
8,202
-228
-3% -$64.1K 0.65% 16
2026
Q1 		$2.09M Buy
8,430
+393
+5% +$101K 0.64% 18
2025
Q4 		$1.98M Buy
8,037
+1
+0% +$246 0.59% 19
2025
Q3 		$1.94M Sell
8,036
-9
-0.1% -$2.06K 0.6% 19
2025
Q2 		$1.74M Hold
8,045
– – 0.58% 19
2025
Q1 		$1.6M Hold
8,045
– – 0.57% 19
2024
Q4 		$1.78M Hold
8,045
– – 0.6% 17
2024
Q3 		$1.78M Hold
8,045
– – 0.61% 18
2024
Q2 		$1.62M Hold
8,045
– – 0.6% 18
2024
Q1 		$1.69M Sell
8,045
-22
-0.3% -$4.39K 0.64% 19
2023
Q4 		$1.62M Sell
8,067
-233
-3% -$41.7K 0.71% 18
2023
Q3 		$1.47M Buy
8,300
+231
+3% +$43.4K 0.71% 19
2023
Q2 		$1.51M Hold
8,069
– – 0.77% 19
2023
Q1 		$1.44M Hold
8,069
– – 0.82% 18
2022
Q4 		$1.41M Hold
8,069
– – 0.87% 18
2022
Q3 		$1.33M Buy
8,069
+412
+5% +$75.1K 0.95% 13
2022
Q2 		$1.3M Buy
7,657
+40
+0.5% +$7.37K 0.9% 16
2022
Q1 		$1.56M Hold
7,617
– – 1.07% 14
2021
Q4 		$1.69M Buy
+7,617
New +$1.72M 1.21% 12

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

CJM Wealth Advisers reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2026, selling an estimated $64.1K and leaving 8,202 shares worth $2.46M. The position accounts for 0.65% of the portfolio, ranked #16.

CJM Wealth Advisers first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 608 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CJM Wealth Advisers held 8,202 shares of iShares Russell 2000 ETF worth $2.46M as of Q2 2026.
  • CJM Wealth Advisers sold 228 iShares Russell 2000 ETF shares in Q2 2026, an estimated $64.1K.
  • iShares Russell 2000 ETF made up 0.65% of CJM Wealth Advisers's portfolio in Q2 2026, its #16 holding.
  • CJM Wealth Advisers first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 608 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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