CIM
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CIM Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

CIM Investment Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$661K Hold
1,783
– – 0.18% 98
2025
Q4 		$690K Buy
1,783
+1,115
+167% +$428K 0.18% 97
2025
Q3 		$253K Hold
668
– – 0.07% 199
2025
Q2 		$234K Sell
668
-755
-53% -$245K 0.04% 227
2025
Q1 		$465K Buy
1,423
+668
+88% +$224K 0.11% 123
2024
Q4 		$252K Hold
755
– – 0.07% 202
2024
Q3 		$247K Sell
755
-36
-5% -$11.3K 0.07% 204
2024
Q2 		$244K Sell
791
-68
-8% -$20.3K 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% -$8.94K 0.08% 241
2023
Q2 		$228K Sell
894
-85
-9% -$20.4K 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% -$9.75K 0.08% 229
2021
Q3 		$259K Hold
1,015
– – 0.08% 228
2021
Q2 		$260K Buy
+1,015
New +$253K 0.08% 237

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CIM Investment Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,783 shares worth $661K. The position accounts for 0.18% of the portfolio, ranked #98.

CIM Investment Management first reported a position in IWV in Q2 2021 and has held it in 20 quarters since. The position peaked at $690K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • CIM Investment Management held 1,783 shares of iShares Russell 3000 ETF worth $661K as of Q1 2026.
  • CIM Investment Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.18% of CIM Investment Management's portfolio in Q1 2026, its #98 holding.
  • CIM Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 20 quarters since.
  • CIM Investment Management's iShares Russell 3000 ETF position peaked at $690K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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