CSM Advisors, LLC IWV Holdings History
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 $360.77, 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 ($360.77) Holding Chart
CSM Advisors, LLC IWV ($360.77) 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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