CSM Advisors, LLC IWV holdings history
ISHARES RUSSELL 3000 ETF · CUSIP 464287689 · CIK 1863523
As of 2024-12-31, CSM Advisors, LLC reported 186.80K IWV (shares), valued at $62.44M, or 2.92% of its reported non-derivative portfolio. Filed 2025-02-14.
Verify history & sources →Shares increased 100.00%; reported value increased 104.60%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | 2.92% | 186,800 | SEC filing ↗Filed Feb 14, 2025Amended |
| Q3 2024 | 1.99% | 93,400 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 2.04% | 93,400 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.84% | 93,400 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.84% | 93,400 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.84% | 93,400 | $25.57M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.84% | 93,400 | $28.03M | Shares unchanged; reported value increased 9.62%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.04% | 93,400 | $28.83M | Shares unchanged; reported value increased 2.87%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.99% | 93,400 | $30.52M | Shares unchanged; reported value increased 5.85%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 2.92% | 186,800 | $62.44M | Shares increased 100.00%; reported value increased 104.60%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.