CJM Wealth Advisers, Ltd. IWF Holdings History
CJM Wealth Advisers, Ltd.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 17,060.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $7.24 Mil. This investment constitutes 2.41% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 6 purchases of IWF, at an average price of $290.34, for a total of 37,891.00 shares. In addition, there have been 8 sales at an average price of $241.27 for 20,831.00 shares. Based on historical transaction data and IWF's current price of $434.26, CJM Wealth Advisers, Ltd.'s estimated gain on his IWF holdings is $1.43 Mil, reflecting a 13.03% gain to date.
CJM Wealth Advisers, Ltd. IWF ($434.26) Holding Chart
CJM Wealth Advisers, Ltd. IWF ($434.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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