A detailed history of Cjm Wealth Advisers, Ltd. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 2,270 shares of IWN stock, worth $372,529. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,270
Previous 2,418 6.12%
Holding current value
$372,529
Previous $365 Million 3.8%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

SELL
$150.05 - $171.34 $22,207 - $25,358
-148 Reduced 6.12%
2,270 $379 Million
Q2 2024

Jul 08, 2024

BUY
$146.03 - $158.93 $584 - $635
4 Added 0.17%
2,418 $365 Million
Q1 2024

Apr 08, 2024

BUY
$145.61 - $158.81 $291 - $317
2 Added 0.08%
2,414 $383 Million
Q4 2023

Jan 19, 2024

BUY
$125.51 - $158.2 $5,020 - $6,328
40 Added 1.69%
2,412 $375 Million
Q3 2023

Oct 26, 2023

BUY
$133.8 - $151.24 $669 - $756
5 Added 0.21%
2,372 $322 Million
Q2 2023

Sep 15, 2023

BUY
$128.93 - $142.33 $386 - $426
3 Added 0.13%
2,367 $333 Million
Q1 2023

Sep 15, 2023

BUY
$130.78 - $156.96 $523 - $627
4 Added 0.17%
2,364 $324 Million
Q4 2022

Sep 15, 2023

BUY
$131.32 - $149.64 $656 - $748
5 Added 0.21%
2,360 $327 Million
Q3 2022

Sep 15, 2023

BUY
$128.93 - $159.38 $644 - $796
5 Added 0.21%
2,355 $304 Million
Q2 2022

Sep 15, 2023

BUY
$134.47 - $162.71 $268 - $325
2 Added 0.09%
2,350 $320 Million
Q1 2022

Sep 15, 2023

BUY
$151.25 - $169.21 $453 - $507
3 Added 0.13%
2,348 $379 Million
Q4 2021

Sep 15, 2023

BUY
$157.31 - $176.88 $368,891 - $414,783
2,345 New
2,345 $389 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.