Carson Wealth (CWM LLC)’s iShares US Consumer Focused ETF IEDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 4768 |
|
|
2025
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 4754 |
|
|
2024
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 4543 |
|
|
2024
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 4399 |
|
|
2024
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 4216 |
|
|
2024
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 3988 |
|
|
2023
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 3807 |
|
|
2023
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 3814 |
|
|
2023
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 3798 |
|
|
2023
Q1 | $2K | Sell |
46
-92
| -67% | -$4K | ﹤0.01% | 3653 |
|
|
2022
Q4 | $5K | Sell |
138
-65
| -32% | -$2.36K | ﹤0.01% | 3182 |
|
|
2022
Q3 | $7K | Buy |
203
+65
| +47% | +$2.24K | ﹤0.01% | 2896 |
|
|
2022
Q2 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 2975 |
|