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CSM Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CSM Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-104,000
Closed -$28.2M – 130
2024
Q1 		$28.2M Hold
104,000
– – 1.85% 15
2023
Q4 		$26.2M Buy
+104,000
New +$23.4M 1.89% 10
2022
Q1 		– Sell
-115,993
Closed -$34M – 140
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 +$34.9M 2.39% 10

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CSM Advisors's IWO Position: Q2 2024 in Review

CSM Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 104,000 shares — an estimated $28.2M sold.

CSM Advisors first reported a position in IWO in Q2 2021 and held it in 5 quarters. The position peaked at $36.2M in Q2 2021. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • CSM Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • CSM Advisors sold 104,000 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $28.2M.
  • CSM Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and held it in 5 quarters.
  • CSM Advisors's iShares Russell 2000 Growth ETF position peaked at $36.2M in Q2 2021.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on CSM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.