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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,730 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.
2,730 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.