CWA
IWN icon

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

CJM Wealth Advisers’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$504K Buy
2,278
+1
+0% +$209 0.13% 48
2026
Q1 		$432K Sell
2,277
-15
-0.7% -$2.9K 0.13% 51
2025
Q4 		$415K Buy
2,292
+17
+0.7% +$3.05K 0.12% 53
2025
Q3 		$402K Buy
2,275
+1
+0% +$169 0.12% 49
2025
Q2 		$359K Buy
2,274
+1
+0% +$149 0.12% 50
2025
Q1 		$343K Buy
2,273
+1
+0% +$162 0.12% 49
2024
Q4 		$373K Buy
2,272
+2
+0.1% +$341 0.13% 47
2024
Q3 		$379K Sell
2,270
-148
-6% -$24K 0.13% 44
2024
Q2 		$365K Buy
2,418
+4
+0.2% +$612 0.13% 42
2024
Q1 		$383K Buy
2,414
+2
+0.1% +$303 0.15% 42
2023
Q4 		$375K Buy
2,412
+40
+2% +$5.54K 0.17% 42
2023
Q3 		$322K Buy
2,372
+5
+0.2% +$717 0.16% 41
2023
Q2 		$333K Buy
2,367
+3
+0.1% +$406 0.17% 38
2023
Q1 		$324K Buy
2,364
+4
+0.2% +$580 0.18% 38
2022
Q4 		$327K Buy
2,360
+5
+0.2% +$706 0.2% 39
2022
Q3 		$304K Buy
2,355
+5
+0.2% +$723 0.22% 41
2022
Q2 		$320K Buy
2,350
+2
+0.1% +$298 0.22% 41
2022
Q1 		$379K Buy
2,348
+3
+0.1% +$478 0.26% 40
2021
Q4 		$389K Buy
+2,345
New +$391K 0.28% 41

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

CJM Wealth Advisers increased its iShares Russell 2000 Value ETF (IWN) stake by 0.04% in Q2 2026, buying an estimated $209 and bringing the position to 2,278 shares worth $504K. The position accounts for 0.13% of the portfolio, ranked #48.

CJM Wealth Advisers first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • CJM Wealth Advisers held 2,278 shares of iShares Russell 2000 Value ETF worth $504K as of Q2 2026.
  • CJM Wealth Advisers bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.13% of CJM Wealth Advisers's portfolio in Q2 2026, its #48 holding.
  • CJM Wealth Advisers first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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