CJM Wealth Advisers
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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
Q3 		$2.26M Sell
8,143
-59
-0.7% -$17.3K 0.6% 20
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

CJM Wealth Advisers's IWM Position: Q3 2026 in Review

CJM Wealth Advisers reduced its iShares Russell 2000 ETF (IWM) stake by 0.72% in Q3 2026, selling an estimated $17.3K and leaving 8,143 shares worth $2.26M. The position accounts for 0.6% of the portfolio, ranked #20.

CJM Wealth Advisers first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.46M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • CJM Wealth Advisers held 8,143 shares of iShares Russell 2000 ETF worth $2.26M as of Q3 2026.
  • CJM Wealth Advisers sold 59 iShares Russell 2000 ETF shares in Q3 2026, an estimated $17.3K.
  • iShares Russell 2000 ETF made up 0.6% of CJM Wealth Advisers's portfolio in Q3 2026, its #20 holding.
  • CJM Wealth Advisers first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
  • CJM Wealth Advisers's iShares Russell 2000 ETF position peaked at $2.46M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.