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

CSM Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-186,800	Closed	-$62.4M	–	130
2024 Q4	$62.4M	Buy	186,800 +93,400	+100%	+$31.4M	2.92%	8
2024 Q3	$30.5M	Hold	93,400	–	–	1.99%	9
2024 Q2	$28.8M	Hold	93,400	–	–	2.03%	10
2024 Q1	$28M	Hold	93,400	–	–	1.84%	16
2023 Q4	$25.6M	Buy	+93,400	New	+$23.8M	1.84%	13

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSM Advisors's IWV Position: Q1 2025 in Review

CSM Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 186,800 shares — an estimated $62.4M sold.

CSM Advisors first reported a position in IWV in Q4 2023 and held it in 5 quarters. The position peaked at $62.4M in Q4 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

CSM Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
CSM Advisors sold 186,800 iShares Russell 3000 ETF shares in Q1 2025, an estimated $62.4M.
CSM Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 5 quarters.
CSM Advisors's iShares Russell 3000 ETF position peaked at $62.4M in Q4 2024.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on CSM Advisors's 13F filing for Q1 2025, filed 14 May 2025.