CA
CSM Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-104,000
| Closed | -$28.2M | – | 129 |
|
|
2024
Q1 | $28.2M | Hold |
104,000
| – | – | 1.85% | 15 |
|
|
2023
Q4 | $26.2M | Buy |
+104,000
| New | +$26.2M | 1.89% | 10 |
|
|
2022
Q1 | – | Sell |
-115,993
| Closed | -$34M | – | 139 |
|
|
2021
Q4 | $34M | Hold |
115,993
| – | – | 2.25% | 10 |
|
|
2021
Q3 | $34.1M | Hold |
115,993
| – | – | 2.51% | 11 |
|
|
2021
Q2 | $36.2M | Buy |
+115,993
| New | +$36.2M | 2.39% | 10 |
|