Carson Wealth (CWM LLC)’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
16,580
-3,782
| -19% | -$188K | ﹤0.01% | 1350 |
|
|
2025
Q1 | $949K | Buy |
20,362
+3,876
| +24% | +$181K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $830K | Buy |
16,486
+15,100
| +1,089% | +$760K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $66K | Sell |
1,386
-1,267
| -48% | -$60.3K | ﹤0.01% | 2473 |
|
|
2024
Q2 | $110K | Buy |
2,653
+195
| +8% | +$8.09K | ﹤0.01% | 1908 |
|
|
2024
Q1 | $107K | Buy |
2,458
+405
| +20% | +$17.6K | ﹤0.01% | 1838 |
|
|
2023
Q4 | $86K | Buy |
2,053
+50
| +2% | +$2.09K | ﹤0.01% | 1843 |
|
|
2023
Q3 | $67K | Sell |
2,003
-1,630
| -45% | -$54.5K | ﹤0.01% | 1885 |
|
|
2023
Q2 | $123K | Sell |
3,633
-1,277
| -26% | -$43.2K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $176K | Hold |
4,910
| – | – | ﹤0.01% | 1244 |
|
|
2022
Q4 | $234K | Hold |
4,910
| – | – | ﹤0.01% | 1039 |
|
|
2022
Q3 | $234K | Hold |
4,910
| – | – | ﹤0.01% | 990 |
|
|
2022
Q2 | $242K | Sell |
4,910
-433
| -8% | -$21.3K | ﹤0.01% | 967 |
|
|
2022
Q1 | $315K | Buy |
5,343
+433
| +9% | +$25.5K | ﹤0.01% | 864 |
|
|
2021
Q4 | $303K | Buy |
+4,910
| New | +$303K | ﹤0.01% | 862 |
|
|
2021
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2021
Q1 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2020
Q4 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2020
Q3 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2020
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2019
Q4 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2019
Q3 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2019
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 799 |
|
|
2019
Q1 | $282K | Sell |
4,910
-26,267
| -84% | -$1.51M | ﹤0.01% | 799 |
|
|
2018
Q4 | $1.24M | Sell |
31,177
-28,501
| -48% | -$1.14M | 0.03% | 340 |
|
|
2018
Q3 | $2.93M | Buy |
59,678
+43,884
| +278% | +$2.15M | 0.07% | 228 |
|
|
2018
Q2 | $776K | Buy |
15,794
+15,494
| +5,165% | +$761K | 0.03% | 292 |
|
|
2018
Q1 | $15K | Sell |
300
-1,000
| -77% | -$50K | ﹤0.01% | 765 |
|
|
2017
Q4 | $64K | Hold |
1,300
| – | – | ﹤0.01% | 492 |
|
|
2017
Q3 | $61K | Hold |
1,300
| – | – | ﹤0.01% | 483 |
|
|
2017
Q2 | $59K | Hold |
1,300
| – | – | ﹤0.01% | 451 |
|
|
2017
Q1 | $58K | Hold |
1,300
| – | – | ﹤0.01% | 429 |
|
|
2016
Q4 | $59K | Buy |
+1,300
| New | +$59K | ﹤0.01% | 423 |
|