CSM Advisors, LLC IWM Holdings History
CSM Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, CSM Advisors, LLC held 12,800.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.56 Mil. This investment constitutes 0.15% of their stock portfolio, and CSM Advisors, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. And since then CSM Advisors, LLC has made 5 purchases of IWM, at an average price of $214.79, for a total of 834,300.00 shares. In addition, there have been 3 sales at an average price of $211.48 for 821,500.00 shares. Based on historical transaction data and IWM's current price of $224.25, CSM Advisors, LLC's estimated gain on his IWM holdings is $-2.59 Mil, reflecting a -1.45% gain to date.
CSM Advisors, LLC IWM ($224.25) Holding Chart
CSM Advisors, LLC IWM ($224.25) 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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