CA
CSM Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$31.2M | 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 | +$25.6M | 1.84% | 13 |
|