iShares Russell 1000 Value Index shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Cm Wealth Advisors 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 Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 92k | 203.59 |
| 2025-06-30 | $18M | 92k | 194.23 |
| 2025-03-31 | $17M | 92k | 188.16 |
| 2024-12-31 | $17M | 92k | 185.13 |
| 2024-09-30 | $18M | 92k | 189.80 |
| 2024-06-30 | $696k | 4.0k | 174.47 |
| 2024-03-31 | $16M | 92k | 174.87 |
| 2023-12-31 | $597k | 3.6k | 165.25 |
| 2023-09-30 | $555k | 3.6k | 153.54 |
| 2023-06-30 | $192k | 3.6k | 52.98 |
| 2022-12-31 | $749k | 4.9k | 151.65 |
| 2022-09-30 | $672k | 4.9k | 135.99 |
| 2022-06-30 | $716k | 4.9k | 144.97 |
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