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CIM Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

CIM Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Sell
855
-667
-44% -$172K 0.06% 233
2025
Q4 		$375K Hold
1,522
– – 0.1% 161
2025
Q3 		$368K Sell
1,522
-44
-3% -$10.1K 0.1% 162
2025
Q2 		$338K Sell
1,566
-1,712
-52% -$345K 0.06% 203
2025
Q1 		$690K Buy
3,278
+1,608
+96% +$349K 0.16% 91
2024
Q4 		$369K Hold
1,670
– – 0.11% 157
2024
Q3 		$369K Hold
1,670
– – 0.11% 157
2024
Q2 		$339K Sell
1,670
-812
-33% -$164K 0.1% 166
2024
Q1 		$522K Hold
2,482
– – 0.16% 131
2023
Q4 		$498K Hold
2,482
– – 0.16% 130
2023
Q3 		$439K Hold
2,482
– – 0.16% 130
2023
Q2 		$465K Hold
2,482
– – 0.16% 128
2023
Q1 		$443K Sell
2,482
-1,928
-44% -$355K 0.16% 134
2022
Q4 		$769K Sell
4,410
-4
-0.1% -$711 0.3% 62
2022
Q3 		$728K Hold
4,414
– – 0.32% 62
2022
Q2 		$748K Buy
4,414
+654
+17% +$121K 0.31% 63
2022
Q1 		$772K Sell
3,760
-362
-9% -$73.8K 0.26% 86
2021
Q4 		$917K Hold
4,122
– – 0.27% 74
2021
Q3 		$902K Hold
4,122
– – 0.28% 73
2021
Q2 		$945K Sell
4,122
-2,146
-34% -$482K 0.29% 67
2021
Q1 		$1.39M Sell
6,268
-2,861
-31% -$625K 0.44% 34
2020
Q4 		$1.79M Buy
9,129
+884
+11% +$155K 0.58% 25
2020
Q3 		$1.24M Sell
8,245
-2,535
-24% -$381K 0.47% 32
2020
Q2 		$1.54M Buy
10,780
+4,166
+63% +$547K 0.62% 18
2020
Q1 		$757K Buy
6,614
+1,180
+22% +$176K 0.37% 49
2019
Q4 		$900K Sell
5,434
-91
-2% -$14.4K 0.36% 56
2019
Q3 		$836K Sell
5,525
-6,020
-52% -$919K 0.31% 51
2019
Q2 		$1.79M Buy
11,545
+7,556
+189% +$1.16M 0.66% 16
2019
Q1 		$611K Buy
+3,989
New +$599K 0.24% 89

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CIM Investment Management's IWM Position: Q1 2026 in Review

CIM Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 44% in Q1 2026, selling an estimated $172K and leaving 855 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #233.

CIM Investment Management first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.79M in Q2 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • CIM Investment Management held 855 shares of iShares Russell 2000 ETF worth $212K as of Q1 2026.
  • CIM Investment Management sold 667 iShares Russell 2000 ETF shares in Q1 2026, an estimated $172K.
  • iShares Russell 2000 ETF made up 0.06% of CIM Investment Management's portfolio in Q1 2026, its #233 holding.
  • CIM Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • CIM Investment Management's iShares Russell 2000 ETF position peaked at $1.79M in Q2 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.