iShares Russell 1000 Index shares owned by CJM Wealth Advisers
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by CJM Wealth Advisers
from 13F filings
Historical chart of CJM Wealth Advisers investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by CJM Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by CJM Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.9k | 365.48 |
| 2025-06-30 | $1.1M | 3.2k | 339.57 |
| 2025-03-31 | $968k | 3.2k | 306.74 |
| 2024-12-31 | $1.0M | 3.2k | 322.16 |
| 2024-09-30 | $993k | 3.2k | 314.39 |
| 2024-06-30 | $941k | 3.2k | 298.15 |
| 2024-03-31 | $909k | 3.2k | 288.03 |
| 2023-12-31 | $828k | 3.2k | 262.26 |
| 2023-09-30 | $742k | 3.2k | 234.91 |
| 2023-06-30 | $770k | 3.2k | 243.74 |
| 2023-03-31 | $711k | 3.2k | 225.23 |
| 2022-12-31 | $665k | 3.2k | 210.52 |
| 2022-09-30 | $623k | 3.2k | 197.33 |
| 2022-06-30 | $656k | 3.2k | 207.76 |
| 2022-03-31 | $790k | 3.2k | 250.07 |
| 2021-12-31 | $835k | 3.2k | 264.43 |