Ownership history in CWM, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in ISHARES TR (IVW). 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 | 4,775,251 | -22,753 | -0.5% | 1.59% | $588.6M | $123.15 |
| 2025 Q3 | REDUCED | 4,798,004 | -443,395 | -8.5% | 1.74% | $579.2M | $120.49 |
| 2025 Q2 | REDUCED | 5,241,399 | -132,811 | -2.5% | 2.04% | $577.1M | $109.76 |
| 2025 Q1 | REDUCED | 5,374,210 | -2,899 | -0.1% | 1.99% | $498.9M | $92.44 |
As of 2025 Q4 — sorted by position size