iShares Russell 1000 Value Index shares owned by CJM Wealth Advisers
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by CJM Wealth Advisers
from 13F filings
Historical chart of CJM Wealth Advisers investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value 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 Value Index by CJM Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 11k | 189.80 |
| 2024-06-30 | $1.9M | 11k | 173.36 |
| 2024-03-31 | $2.0M | 11k | 179.11 |
| 2023-12-31 | $1.9M | 11k | 165.25 |
| 2023-09-30 | $1.7M | 11k | 151.83 |
| 2023-06-30 | $1.8M | 11k | 157.83 |
| 2023-03-31 | $1.7M | 11k | 152.26 |
| 2022-12-31 | $1.7M | 11k | 151.65 |
| 2022-09-30 | $1.1M | 8.0k | 135.99 |
| 2022-06-30 | $1.2M | 8.0k | 144.97 |
| 2022-03-31 | $1.3M | 8.0k | 165.98 |
| 2021-12-31 | $1.3M | 8.0k | 167.93 |
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