iShares Russell 2000 Index shares owned by CJM Wealth Advisers
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by CJM Wealth Advisers
from 13F filings
Historical chart of CJM Wealth Advisers investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 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 2000 Index by CJM Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 8.0k | 241.97 |
| 2025-06-30 | $1.7M | 8.0k | 215.80 |
| 2025-03-31 | $1.6M | 8.0k | 199.50 |
| 2024-12-31 | $1.8M | 8.0k | 220.97 |
| 2024-09-30 | $1.8M | 8.0k | 220.89 |
| 2024-06-30 | $1.6M | 8.0k | 201.19 |
| 2024-03-31 | $1.7M | 8.0k | 210.30 |
| 2023-12-31 | $1.6M | 8.1k | 200.71 |
| 2023-09-30 | $1.5M | 8.3k | 176.74 |
| 2023-06-30 | $1.5M | 8.1k | 187.27 |
| 2023-03-31 | $1.4M | 8.1k | 178.40 |
| 2022-12-31 | $1.4M | 8.1k | 174.36 |
| 2022-09-30 | $1.3M | 8.1k | 164.92 |
| 2022-06-30 | $1.3M | 7.7k | 169.36 |
| 2022-03-31 | $1.6M | 7.6k | 205.27 |
| 2021-12-31 | $1.7M | 7.6k | 222.45 |