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CSM Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CSM Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$794K Sell
3,200
-229,000
-99% -$59.1M 0.02% 350
2025
Q4 		$57.2M Buy
232,200
+228,200
+5,705% +$56.1M 1.55% 7
2025
Q3 		$968K Hold
4,000
– – 0.03% 336
2025
Q2 		$863K Sell
4,000
-8,800
-69% -$1.77M 0.03% 308
2025
Q1 		$2.55M Sell
12,800
-437,800
-97% -$95M 0.14% 87
2024
Q4 		$99.6M Buy
450,600
+319,200
+243% +$72.8M 4.66% 6
2024
Q3 		$29M Sell
131,400
-27,100
-17% -$5.8M 1.89% 10
2024
Q2 		$32.2M Buy
158,500
+129,100
+439% +$26.1M 2.27% 9
2024
Q1 		$6.18M Buy
29,400
+18,400
+167% +$3.67M 0.41% 71
2023
Q4 		$2.21M Hold
11,000
– – 0.16% 90
2023
Q3 		$1.94M Buy
11,000
+6,600
+150% +$1.24M 0.17% 86
2023
Q2 		$824K Hold
4,400
– – 0.06% 111
2023
Q1 		$785K Sell
4,400
-131,300
-97% -$24.2M 0.07% 105
2022
Q4 		$23.7M Buy
+135,700
New +$24.1M 2.25% 10

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CSM Advisors's IWM Position: Q1 2026 in Review

CSM Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 99% in Q1 2026, selling an estimated $59.1M and leaving 3,200 shares worth $794K. The position accounts for 0.02% of the portfolio, ranked #350.

CSM Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $99.6M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • CSM Advisors held 3,200 shares of iShares Russell 2000 ETF worth $794K as of Q1 2026.
  • CSM Advisors sold 229,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $59.1M.
  • iShares Russell 2000 ETF made up 0.02% of CSM Advisors's portfolio in Q1 2026, its #350 holding.
  • CSM Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • CSM Advisors's iShares Russell 2000 ETF position peaked at $99.6M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.