CIM Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Hold |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $260K | Buy |
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