CIM Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13M | Sell |
104,389
-513
| -0.5% | -$65.2K | 3.46% | 4 |
|
|
2025
Q4 | $12.6M | Buy |
104,902
+1,123
| +1% | +$134K | 3.3% | 4 |
|
|
2025
Q3 | $12.3M | Sell |
103,779
-4,428
| -4% | -$509K | 3.35% | 4 |
|
|
2025
Q2 | $11.8M | Sell |
108,207
-112,139
| -51% | -$11.6M | 2.25% | 7 |
|
|
2025
Q1 | $24.2M | Buy |
220,346
+111,027
| +102% | +$12.5M | 5.53% | 3 |
|
|
2024
Q4 | $12.6M | Sell |
109,319
-494
| -0.4% | -$59K | 3.69% | 4 |
|
|
2024
Q3 | $12.8M | Sell |
109,813
-575
| -0.5% | -$65K | 3.8% | 4 |
|
|
2024
Q2 | $11.8M | Sell |
110,388
-69
| -0.1% | -$7.38K | 3.63% | 4 |
|
|
2024
Q1 | $12.2M | Sell |
110,457
-93
| -0.1% | -$9.88K | 3.64% | 3 |
|
|
2023
Q4 | $12M | Buy |
110,550
+786
| +0.7% | +$75.8K | 3.86% | 3 |
|
|
2023
Q3 | $10.4M | Hold |
109,764
| – | – | 3.79% | 3 |
|
|
2023
Q2 | $10.9M | Buy |
109,764
+1,459
| +1% | +$139K | 3.72% | 3 |
|
|
2023
Q1 | $10.5M | Hold |
108,305
| – | – | 3.88% | 3 |
|
|
2022
Q4 | $10.2M | Sell |
108,305
-331
| -0.3% | -$31.7K | 4.03% | 3 |
|
|
2022
Q3 | $9.47M | Buy |
108,636
+813
| +0.8% | +$79K | 4.21% | 3 |
|
|
2022
Q2 | $9.96M | Buy |
107,823
+104
| +0.1% | +$10.3K | 4.14% | 3 |
|
|
2022
Q1 | $11.6M | Buy |
107,719
+33,784
| +46% | +$3.65M | 3.92% | 3 |
|
|
2021
Q4 | $8.47M | Sell |
73,935
-1,501
| -2% | -$171K | 2.53% | 5 |
|
|
2021
Q3 | $8.24M | Sell |
75,436
-158
| -0.2% | -$17.4K | 2.59% | 5 |
|
|
2021
Q2 | $8.54M | Sell |
75,594
-351
| -0.5% | -$39.2K | 2.64% | 5 |
|
|
2021
Q1 | $8.24M | Sell |
75,945
-13,699
| -15% | -$1.43M | 2.6% | 5 |
|
|
2020
Q4 | $8.24M | Buy |
89,644
+1,917
| +2% | +$157K | 2.68% | 3 |
|
|
2020
Q3 | $6.16M | Sell |
87,727
-1,067
| -1% | -$76.5K | 2.34% | 6 |
|
|
2020
Q2 | $6.06M | Buy |
88,794
+16,293
| +22% | +$1.03M | 2.44% | 5 |
|
|
2020
Q1 | $4.07M | Buy |
72,501
+1,130
| +2% | +$84.2K | 1.99% | 5 |
|
|
2019
Q4 | $5.98M | Buy |
71,371
+15,431
| +28% | +$1.24M | 2.37% | 4 |
|
|
2019
Q3 | $4.35M | Buy |
55,940
+2,117
| +4% | +$164K | 1.63% | 5 |
|
|
2019
Q2 | $4.21M | Buy |
53,823
+2,681
| +5% | +$208K | 1.54% | 6 |
|
|
2019
Q1 | $3.95M | Sell |
51,142
-10,030
| -16% | -$770K | 1.52% | 5 |
|
|
2018
Q4 | $4.24M | Buy |
61,172
+6,027
| +11% | +$466K | 1.84% | 4 |
|
|
2018
Q3 | $4.81M | Buy |
55,145
+2,593
| +5% | +$227K | 1.72% | 4 |
|
|
2018
Q2 | $4.39M | Sell |
52,552
-70,160
| -57% | -$5.72M | 1.51% | 5 |
|
|
2018
Q1 | $9.45M | Buy |
122,712
+4,344
| +4% | +$338K | 3.22% | 3 |
|
|
2017
Q4 | $9.09M | Buy |
118,368
+2,119
| +2% | +$160K | 3.11% | 3 |
|
|
2017
Q3 | $8.63M | Sell |
116,249
-12,390
| -10% | -$868K | 3.13% | 3 |
|
|
2017
Q2 | $9.02M | Sell |
128,639
-90
| -0.1% | -$6.23K | 3.2% | 3 |
|
|
2017
Q1 | $8.9M | Buy |
128,729
+30,551
| +31% | +$2.11M | 3.06% | 3 |
|
|
2016
Q4 | $6.75M | Buy |
98,178
+4,310
| +5% | +$278K | 2.46% | 3 |
|
|
2016
Q3 | $5.83M | Buy |
93,868
+1,642
| +2% | +$100K | 2.22% | 3 |
|
|
2016
Q2 | $5.36M | Sell |
92,226
-44,152
| -32% | -$2.52M | 2.22% | 4 |
|
|
2016
Q1 | $7.68M | Buy |
136,378
+44,642
| +49% | +$2.33M | 3.34% | 3 |
|
|
2015
Q4 | $5.05M | Buy |
91,736
+1,328
| +1% | +$74.8K | 2.31% | 5 |
|
|
2015
Q3 | $4.82M | Buy |
90,408
+1,400
| +2% | +$79.4K | 2.32% | 5 |
|
|
2015
Q2 | $5.25M | Hold |
89,008
| – | – | 2.31% | 5 |
|
|
2015
Q1 | $5.25M | Buy |
89,008
+11,150
| +14% | +$639K | 2.28% | 5 |
|
|
2014
Q4 | $4.44M | Buy |
77,858
+2,410
| +3% | +$132K | 2.03% | 4 |
|
|
2014
Q3 | $3.94M | Sell |
75,448
-10,230
| -12% | -$557K | 2% | 5 |
|
|
2014
Q2 | $4.8M | Sell |
85,678
-19,836
| -19% | -$1.07M | 2.41% | 2 |
|
|
2014
Q1 | $5.81M | Hold |
105,514
| – | – | 2.68% | 3 |
|
|
2013
Q4 | $5.76M | Buy |
105,514
+278
| +0.3% | +$14.5K | 2.94% | 2 |
|
|
2013
Q3 | $5.25M | Sell |
105,236
-9,160
| -8% | -$443K | 3.11% | 2 |
|
|
2013
Q2 | $5.17M | Buy |
+114,396
| New | +$5.07M | 3.07% | 2 |
|
Other funds holding IJR
CIM Investment Management's IJR Position: Q1 2026 in Review
CIM Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.49% in Q1 2026, selling an estimated $65.2K and leaving 104,389 shares worth $13M. The position accounts for 3.46% of the portfolio, ranked #4.
CIM Investment Management first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.2M in Q1 2025. 2,749 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- CIM Investment Management held 104,389 shares of iShares Core S&P Small-Cap ETF worth $13M as of Q1 2026.
- CIM Investment Management sold 513 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $65.2K.
- iShares Core S&P Small-Cap ETF made up 3.46% of CIM Investment Management's portfolio in Q1 2026, its #4 holding.
- CIM Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- CIM Investment Management's iShares Core S&P Small-Cap ETF position peaked at $24.2M in Q1 2025.
- 2,749 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.