iShares Russell 2000 Index shares owned by CSM Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by CSM Advisors
from 13F filings
Historical chart of CSM Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by CSM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by CSM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $968k | 4.0k | 242.00 |
| 2025-06-30 | $863k | 4.0k | 215.75 |
| 2025-03-31 | $2.6M | 13k | 199.53 |
| 2024-12-31 | $50M | 225k | 220.96 |
| 2024-09-30 | $29M | 131k | 220.89 |
| 2024-03-31 | $6.2M | 29k | 210.31 |
| 2023-09-30 | $1.9M | 11k | 176.73 |
| 2023-06-30 | $824k | 4.4k | 187.27 |
| 2023-03-31 | $785k | 4.4k | 178.41 |
| 2022-12-31 | $24M | 136k | 174.36 |