Cm Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Cm Wealth Advisors LLC

$411 Million
Q4 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 36,321 shares of IWN stock, worth $6.34 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

36,321

Previous 35,186 3.23%

Holding current value

$6.34 Million

Previous $6.22 Million 1.98%

% of portfolio

1.54%

Previous 1.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$172.34 - $181.51 $195,605 - $206,013	1,135 Added 3.23%	36,321 $6.34 Million
Q3 2025 Nov 05, 2025	SELL	$157.1 - $178.94 $517,487 - $589,428	-3,294 Reduced 8.56%	35,186 $6.22 Million
Q2 2025 Aug 06, 2025	SELL	$131.84 - $157.76 $107,976 - $129,205	-819 Reduced 2.08%	38,480 $6.07 Million
Q1 2025 Apr 24, 2025	SELL	$149.27 - $169.4 $259,879 - $294,925	-1,741 Reduced 4.24%	39,299 $5.93 Million
Q4 2024 Feb 13, 2025	SELL	$162.69 - $181.35 $518,004 - $577,418	-3,184 Reduced 7.2%	41,040 $6.74 Million

Q3 2024 Nov 12, 2024	BUY	$150.05 - $171.34 $188,912 - $215,717	1,259 Added 2.93%	44,224 $7.38 Million
Q2 2024 Aug 14, 2024	SELL	$146.03 - $158.93 $1.42 Million - $1.54 Million	-9,692 Reduced 18.41%	42,965 $6.54 Million
Q1 2024 May 13, 2024	BUY	$145.61 - $158.81 $721,497 - $786,903	4,955 Added 10.39%	52,657 $8.36 Million
Q4 2023 Feb 05, 2024	SELL	$125.51 - $158.2 $58,362 - $73,563	-465 Reduced 0.97%	47,702 $7.41 Million
Q3 2023 Nov 16, 2023	SELL	$133.8 - $151.24 $2.37 Million - $2.68 Million	-17,704 Reduced 26.88%	48,167 $6.53 Million
Q2 2023 Aug 15, 2023	BUY	$128.93 - $142.33 $8.49 Million - $9.38 Million	65,871 New	65,871 $9.27 Million
Q4 2022 May 04, 2023	BUY	$131.32 - $149.64 $6.48 Million - $7.39 Million	49,378 New	49,378 $6.85 Billion
Q3 2022 May 11, 2023	BUY	$128.93 - $159.38 $5.12 Million - $6.34 Million	39,749 New	39,749 $5.12 Billion
Q2 2022 May 09, 2023	BUY	$134.47 - $162.71 $6.74 Million - $8.15 Million	50,098 New	50,098 $6.82 Billion

Others Institutions Holding IWN

# of Institutions

1,133

Shares Held

54M

Call Options Held

154K

Put Options Held

25.3K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
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Cm Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History