CSM Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$551K Sell
4,300
-2,500
-37% -$338K 0.01% 364
2025
Q4
$931K Hold
6,800
0.03% 330
2025
Q3
$968K Buy
+6,800
New +$961K 0.03% 337
2024
Q2
Sell
-249,000
Closed -$28.4M 131
2024
Q1
$28.4M Hold
249,000
1.87% 13
2023
Q4
$26M Buy
+249,000
New +$23.6M 1.87% 11

Other funds holding IWP

CSM Advisors's IWP Position: Q1 2026 in Review

CSM Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 37% in Q1 2026, selling an estimated $338K and leaving 4,300 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #364.

CSM Advisors first reported a position in IWP in Q4 2023 and has held it in 5 quarters since. The position peaked at $28.4M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • CSM Advisors held 4,300 shares of iShares Russell Mid-Cap Growth ETF worth $551K as of Q1 2026.
  • CSM Advisors sold 2,500 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $338K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #364 holding.
  • CSM Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • CSM Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $28.4M in Q1 2024.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.