Ownership history in CWM, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,503,686 | -924,664 | -14.4% | 1.06% | $393.0M | $71.41 |
| 2025 Q3 | ADDED | 6,428,350 | +82,277 | +1.3% | 1.31% | $436.0M | $66.32 |
| 2025 Q2 | ADDED | 6,346,073 | +1,725,475 | +37.3% | 1.42% | $402.8M | $62.07 |
| 2025 Q1 | REDUCED | 4,620,598 | -1,417,023 | -23.5% | 1.09% | $272.3M | $56.40 |
As of 2025 Q4 — sorted by position size