CIM Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
668
-755
| -53% | -$265K | 0.04% | 227 |
|
|
2025
Q1 | $465K | Buy |
1,423
+668
| +88% | +$218K | 0.11% | 123 |
|
|
2024
Q4 | $252K | Hold |
755
| – | – | 0.07% | 202 |
|
|
2024
Q3 | $247K | Sell |
755
-36
| -5% | -$11.8K | 0.07% | 204 |
|
|
2024
Q2 | $244K | Sell |
791
-68
| -8% | -$21K | 0.08% | 204 |
|
|
2024
Q1 | $258K | Hold |
859
| – | – | 0.08% | 221 |
|
|
2023
Q4 | $235K | Hold |
859
| – | – | 0.08% | 241 |
|
|
2023
Q3 | $211K | Sell |
859
-35
| -4% | -$8.58K | 0.08% | 241 |
|
|
2023
Q2 | $228K | Sell |
894
-85
| -9% | -$21.6K | 0.08% | 233 |
|
|
2023
Q1 | $230K | Hold |
979
| – | – | 0.09% | 225 |
|
|
2022
Q4 | $216K | Hold |
979
| – | – | 0.09% | 212 |
|
|
2022
Q3 | $203K | Hold |
979
| – | – | 0.09% | 200 |
|
|
2022
Q2 | $213K | Hold |
979
| – | – | 0.09% | 199 |
|
|
2022
Q1 | $257K | Hold |
979
| – | – | 0.09% | 193 |
|
|
2021
Q4 | $272K | Sell |
979
-36
| -4% | -$10K | 0.08% | 229 |
|
|
2021
Q3 | $259K | Hold |
1,015
| – | – | 0.08% | 228 |
|
|
2021
Q2 | $260K | Buy |
+1,015
| New | +$260K | 0.08% | 237 |
|