Cm Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Cm Wealth Advisors LLC

$411 Million
Q4 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 91,621 shares of IWD stock, worth $18.8 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares

91,621

Previous 91,696 0.08%

Holding current value

$18.8 Million

Previous $18.7 Million 0.51%

% of portfolio

4.56%

Previous 5.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$199.44 - $208.01 $14,958 - $15,600	-75 Reduced 0.08%	91,621 $18.8 Million
Q3 2025 Nov 05, 2025	SELL	$192.76 - $203.86 $71,899 - $76,039	-373 Reduced 0.41%	91,696 $18.7 Million
Q3 2024 Nov 12, 2024	BUY	$173.36 - $189.8 $15.3 Million - $16.7 Million	88,082 Added 2209.23%	92,069 $17.5 Million
Q2 2024 Aug 14, 2024	SELL	$169.4 - $179.05 $14.9 Million - $15.8 Million	-88,082 Reduced 95.67%	3,987 $695,000
Q1 2024 May 13, 2024	BUY	$161.84 - $179.11 $14.3 Million - $15.8 Million	88,455 Added 2447.57%	92,069 $16.5 Million

Q2 2023 Aug 15, 2023	BUY	$148.55 - $157.83 $536,859 - $570,397	3,614 New	3,614 $570,000
Q4 2022 May 04, 2023	BUY	$136.78 - $158.99 $675,556 - $785,251	4,939 New	4,939 $749 Million
Q3 2022 May 11, 2023	BUY	$135.99 - $161.15 $671,654 - $795,919	4,939 New	4,939 $672 Million
Q2 2022 May 09, 2023	BUY	$140.99 - $168.41 $696,349 - $831,776	4,939 New	4,939 $716 Million

Others Institutions Holding IWD

# of Institutions

2,039

Shares Held

262M

Call Options Held

442K

Put Options Held

5.38M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Cm Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History