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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
Q2 		$54.2M Buy
180,421
+177,221
+5,538% +$49.8M 1.16% 14
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CSM Advisors's IWM Position: Q2 2026 in Review

CSM Advisors increased its iShares Russell 2000 ETF (IWM) stake by 5,538% in Q2 2026, buying an estimated $49.8M and bringing the position to 180,421 shares worth $54.2M. The position accounts for 1.16% of the portfolio, ranked #14.

CSM Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.6M in Q4 2024. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CSM Advisors held 180,421 shares of iShares Russell 2000 ETF worth $54.2M as of Q2 2026.
  • CSM Advisors bought 177,221 iShares Russell 2000 ETF shares in Q2 2026, an estimated $49.8M.
  • iShares Russell 2000 ETF made up 1.16% of CSM Advisors's portfolio in Q2 2026, its #14 holding.
  • CSM Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • CSM Advisors's iShares Russell 2000 ETF position peaked at $99.6M in Q4 2024.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.