CIM Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
1,566
-1,712
| -52% | -$369K | 0.06% | 203 |
|
|
2025
Q1 | $690K | Buy |
3,278
+1,608
| +96% | +$338K | 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% | -$165K | 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% | -$344K | 0.16% | 134 |
|
|
2022
Q4 | $769K | Sell |
4,410
-4
| -0.1% | -$697 | 0.3% | 62 |
|
|
2022
Q3 | $728K | Hold |
4,414
| – | – | 0.32% | 62 |
|
|
2022
Q2 | $748K | Buy |
4,414
+654
| +17% | +$111K | 0.31% | 63 |
|
|
2022
Q1 | $772K | Sell |
3,760
-362
| -9% | -$74.3K | 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% | -$492K | 0.29% | 67 |
|
|
2021
Q1 | $1.39M | Sell |
6,268
-2,861
| -31% | -$632K | 0.44% | 34 |
|
|
2020
Q4 | $1.79M | Buy |
9,129
+884
| +11% | +$173K | 0.58% | 25 |
|
|
2020
Q3 | $1.24M | Sell |
8,245
-2,535
| -24% | -$380K | 0.47% | 32 |
|
|
2020
Q2 | $1.54M | Buy |
10,780
+4,166
| +63% | +$596K | 0.62% | 18 |
|
|
2020
Q1 | $757K | Buy |
6,614
+1,180
| +22% | +$135K | 0.37% | 49 |
|
|
2019
Q4 | $900K | Sell |
5,434
-91
| -2% | -$15.1K | 0.36% | 56 |
|
|
2019
Q3 | $836K | Sell |
5,525
-6,020
| -52% | -$911K | 0.31% | 51 |
|
|
2019
Q2 | $1.8M | Buy |
11,545
+7,556
| +189% | +$1.17M | 0.66% | 16 |
|
|
2019
Q1 | $611K | Buy |
+3,989
| New | +$611K | 0.24% | 89 |
|