ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

CJM Wealth Advisers, Ltd.'s Holding History (CIK: 0001992748)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,548 Value ($000) $2,219 Avg Close Range
Q3 2025
Shares 10,597 Value ($000) $2,157 Avg Close Range
Q2 2025
Shares 10,597 Value ($000) $2,058 Avg Close Range
Q1 2025
Shares 10,597 Value ($000) $1,994 Avg Close Range
Q4 2024
Shares 10,597 Value ($000) $1,962 Avg Close Range
Q3 2024
Shares 10,909 Value ($000) $2,071 Avg Close Range
Q2 2024
Shares 10,859 Value ($000) $1,883 Avg Close Range
Q1 2024
Shares 11,302 Value ($000) $2,024 Avg Close Range
Q4 2023
Shares 11,445 Value ($000) $1,891 Avg Close Range
Q3 2023
Shares 11,201 Value ($000) $1,701 Avg Close Range
Q2 2023
Shares 11,185 Value ($000) $1,765 Avg Close Range
Q1 2023
Shares 11,184 Value ($000) $1,703 Avg Close Range
Q4 2022
Shares 11,184 Value ($000) $1,696 Avg Close Range
Q3 2022
Shares 7,968 Value ($000) $1,084 Avg Close Range
Q2 2022
Shares 7,968 Value ($000) $1,155 Avg Close Range
Q1 2022
Shares 7,968 Value ($000) $1,323 Avg Close Range
Q4 2021
Shares 7,968 Value ($000) $1,338 Avg Close Range