CSM Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
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|
2025
Q1 | $2.55M | Sell |
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|
2024
Q4 | $99.6M | Buy |
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|
2024
Q3 | $29M | Sell |
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|
2024
Q2 | $32.2M | Buy |
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|
2024
Q1 | $6.18M | Buy |
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|
2023
Q4 | $2.21M | Hold |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $824K | Hold |
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|
2023
Q1 | $785K | Sell |
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|
2022
Q4 | $23.7M | Buy |
|