Carson Wealth (CWM LLC)’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Hold |
438
| – | – | ﹤0.01% | 3507 |
|
|
2025
Q1 | $32K | Hold |
438
| – | – | ﹤0.01% | 3332 |
|
|
2024
Q4 | $35K | Hold |
438
| – | – | ﹤0.01% | 3053 |
|
|
2024
Q3 | $35K | Hold |
438
| – | – | ﹤0.01% | 2965 |
|
|
2024
Q2 | $31K | Hold |
438
| – | – | ﹤0.01% | 2811 |
|
|
2024
Q1 | $32K | Hold |
438
| – | – | ﹤0.01% | 2600 |
|
|
2023
Q4 | $28K | Hold |
438
| – | – | ﹤0.01% | 2557 |
|
|
2023
Q3 | $27K | Hold |
438
| – | – | ﹤0.01% | 2476 |
|
|
2023
Q2 | $31K | Hold |
438
| – | – | ﹤0.01% | 2338 |
|
|
2023
Q1 | $31K | Hold |
438
| – | – | ﹤0.01% | 2204 |
|
|
2022
Q4 | $30K | Hold |
438
| – | – | ﹤0.01% | 2077 |
|
|
2022
Q3 | $28K | Hold |
438
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q2 | $26K | Hold |
438
| – | – | ﹤0.01% | 1961 |
|
|
2022
Q1 | $32K | Hold |
438
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q4 | $37K | Buy |
+438
| New | +$37K | ﹤0.01% | 1695 |
|
|
2021
Q2 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q1 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q4 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q3 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q2 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q1 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q4 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q3 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q2 | $32K | Hold |
438
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q1 | $32K | Buy |
+438
| New | +$32K | ﹤0.01% | 1580 |
|