Advertisement
Screener

CIM INVESTMENT MANAGEMENT INC Last Quarter Change: USA ETF, Reduced

CIM INVESTMENT MANAGEMENT INC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, CIM INVESTMENT MANAGEMENT INC opened 0 positions, added to 0, reduced 6, sold out of 0 and left 2 unchanged. The largest increase in value was IJR (+$369,475); the largest decrease was IVV (-$5,167,489).

  • IVV: Country of operation —; Class FND; Shares 2025-12-31 126,420; Shares 2026-03-31 124,650.
  • IJR: Country of operation —; Class FND; Shares 2025-12-31 104,902; Shares 2026-03-31 104,389.
  • IJH: Country of operation —; Class FND; Shares 2025-12-31 258,229; Shares 2026-03-31 255,904.
  • XLU: Country of operation —; Class COM; Shares 2025-12-31 70,878; Shares 2026-03-31 70,539.

Two Form 13F-HR filings compared (SEC CIK 1179791): 2025-12-31 (filed 2026-02-17) and 2026-03-31 (filed 2026-05-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-12-31Shares 2026-03-31Share changeValue 2025-12-31Value 2026-03-31Value change
IVV
IShares S&P 500 Index
FND126,420124,650-1,770$86,590,115$81,422,626-$5,167,489
IJR
IShares S&P SmCap 600
FND104,902104,389-513$12,607,122$12,976,597+$369,475
IJH
IShares S&P MidCap 400
FND258,229255,904-2,325$17,043,114$17,281,197+$238,083
XLU
Utilities Select Sector SPDR
COM70,87870,539-339$3,025,782$3,237,035+$211,253
IWM
IShares Russell 2000 ETF
FND1,522855-667$374,656$212,040-$162,616
EFA
IShares MSCI EAFE Index ETF
FND47,56147,269-292$4,567,283$4,591,238+$23,955

Similar Firms

Firm NameCountry13F ValueHoldings
Prism Advisors, Inc.United States$0.375B75
DCF Advisers, LLCUnited States$0.375B86
Keystone Financial Planning, Inc.United States$0.374B40
Straight Path Wealth ManagementUnited States$0.374B129
BankPlus Trust DepartmentUnited States$0.374B508
JRM Investment Counsel, LLCUnited States$0.375B21
RIT CAPITAL PARTNERS PLCUnited Kingdom$0.374B12
Able Wealth Management LLCUnited States$0.374B138
Access Investment Management LLCUnited States$0.376B157
Helix Partners Management LPUnited States$0.374B13