CA
CSM Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
4,000
-8,800
| -69% | -$1.9M | 0.03% | 308 |
|
|
2025
Q1 | $2.55M | Sell |
12,800
-437,800
| -97% | -$87.4M | 0.14% | 87 |
|
|
2024
Q4 | $99.6M | Buy |
450,600
+319,200
| +243% | +$70.5M | 4.66% | 6 |
|
|
2024
Q3 | $29M | Sell |
131,400
-27,100
| -17% | -$5.99M | 1.89% | 10 |
|
|
2024
Q2 | $32.2M | Buy |
158,500
+129,100
| +439% | +$26.2M | 2.27% | 9 |
|
|
2024
Q1 | $6.18M | Buy |
29,400
+18,400
| +167% | +$3.87M | 0.41% | 71 |
|
|
2023
Q4 | $2.21M | Hold |
11,000
| – | – | 0.16% | 90 |
|
|
2023
Q3 | $1.94M | Buy |
11,000
+6,600
| +150% | +$1.17M | 0.17% | 86 |
|
|
2023
Q2 | $824K | Hold |
4,400
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $785K | Sell |
4,400
-131,300
| -97% | -$23.4M | 0.07% | 105 |
|
|
2022
Q4 | $23.7M | Buy |
+135,700
| New | +$23.7M | 2.25% | 10 |
|