SEC 13F Intelligence

Csm Advisors, LLC / IVV

Csm Advisors, LLC’s Ishares Tr Position

Does Csm Advisors, LLC own Ishares Tr (IVV)? Not currently — the last reported position was 108.8K shares worth $64,060 in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$64,060
Q4 2024
Shares
108.8K
% of Portfolio
+1.76%
Quarters Held
12
position exited

Position History IVV

Reported value by quarter
Q1 ’22: $47MQ1 ’22Q2 ’22: $71MQ3 ’22: $8MQ3 ’22Q4 ’22: $7MQ1 ’23: $6MQ1 ’23Q2 ’23: $25MQ3 ’23: $4MQ3 ’23Q4 ’23: $5MQ1 ’24: $3MQ1 ’24Q2 ’24: $2MQ3 ’24: $26MQ3 ’24Q4 ’24: $64,060filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024108.8K$64,060+1.76%
Q3 202444.8K$26M+1.68%
Q2 20244.3K$2M+0.17%
Q1 20246.4K$3M+0.22%
Q4 202310.1K$5M+0.35%
Q3 202310.1K$4M+0.38%
Q2 202355.2K$25M+1.86%
Q1 202313.7K$6M+0.49%
Q4 202217.4K$7M+0.64%
Q3 202221.9K$8M+0.86%
Q2 2022187.9K$71M+6.51%
Q1 2022103.2K$47M+3.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Csm Advisors, LLC’s full portfolio or all institutional holders of IVV.