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iShares Russell 2000 Value Index shares owned by CJM Wealth Advisers

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by CJM Wealth Advisers from 13F filings

Historical chart of CJM Wealth Advisers investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Value Index by CJM Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $379k 2.3k 166.85
2024-06-30 $365k 2.4k 150.90
2024-03-31 $383k 2.4k 158.83
2023-12-31 $375k 2.4k 155.30
2023-09-30 $322k 2.4k 135.57
2023-06-30 $333k 2.4k 140.81
2023-03-31 $324k 2.4k 137.02
2022-12-31 $327k 2.4k 138.68
2022-09-30 $304k 2.4k 128.95
2022-06-30 $320k 2.4k 136.18
2022-03-31 $379k 2.3k 161.37
2021-12-31 $389k 2.3k 166.07