Ownership history in CWM, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in ISHARES U S ETF TR (IGBH). 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 Q3 | UNCHANGED | 53 | — | 0% | 0.00% | $1K | $23.93 |
| 2025 Q2 | REDUCED | 53 | -80 | -60.2% | 0.00% | $1K | $23.07 |
| 2024 Q3 | REDUCED | 133 | -62 | -31.8% | 0.00% | $3K | $22.12 |
| 2024 Q2 | ADDED | 195 | +62 | +46.6% | 0.00% | $5K | $21.70 |
| 2024 Q1 | UNCHANGED | 133 | — | 0% | 0.00% | $3K | $21.62 |
| 2023 Q4 | UNCHANGED | 133 | — | 0% | 0.00% | $3K | $20.99 |
| 2023 Q3 | UNCHANGED | 133 | — | 0% | 0.00% | $3K | $20.24 |
| 2023 Q2 | UNCHANGED | 133 | — | 0% | 0.00% | $3K | $19.70 |
| 2023 Q1 | UNCHANGED | 133 | — | 0% | 0.00% | $3K | $19.07 |
| 2022 Q4 | UNCHANGED | 133 | — | 0% | 0.00% | $3K | $18.72 |
As of 2025 Q4 — sorted by position size