CSM Advisors, LLC IWV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$7.21 Mil
% of Total Estimate Gain
8.31%

CSM Advisors, LLC's iShares Russell 3000 ETF Holding Summary

As of 2025-03-31, CSM Advisors, LLC held - shares of iShares Russell 3000 ETF(IWV), totaling N/A. This investment constitutes 0% of their stock portfolio, and CSM Advisors, LLC now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2023Q4. And since then CSM Advisors, LLC has made 2 purchases of IWV, at an average price of $309.55, for a total of 280,200.00 shares. In addition, there have been 1 sales at an average price of $335.28 for 280,200.00 shares. Based on historical transaction data and IWV's current price of $359.04, CSM Advisors, LLC's estimated gain on his IWV holdings is $7.21 Mil, reflecting a 8.31% gain to date.

CSM Advisors, LLC IWV ($359.04) Holding Chart

CSM Advisors, LLC IWV ($359.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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