CSM Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$62.4M Buy
2024
Q3
$30.5M Hold
2024
Q2
$28.8M Hold
2024
Q1
$28M Hold
2023
Q4
$25.6M Buy