Carson Wealth (CWM LLC)’s iShares Evolved U.S. Media and Entertainment ETF IEME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-179
Closed -$4K 4330
2022
Q2
$4K Sell
179
-422
-70% -$11.7K ﹤0.01% 3152
2022
Q1
$19K Hold
601
﹤0.01% 2125
2021
Q4
$20K Buy
+601
New +$21.1K ﹤0.01% 2005
2021
Q2
$23K Hold
601
﹤0.01% 1741
2021
Q1
$23K Hold
601
﹤0.01% 1741
2020
Q4
$23K Hold
601
﹤0.01% 1741
2020
Q3
$23K Hold
601
﹤0.01% 1741
2020
Q2
$23K Hold
601
﹤0.01% 1741
2020
Q1
$23K Hold
601
﹤0.01% 1741
2019
Q4
$23K Hold
601
﹤0.01% 1741
2019
Q3
$23K Hold
601
﹤0.01% 1741
2019
Q2
$23K Hold
601
﹤0.01% 1741
2019
Q1
$23K Buy
+601
New +$15.5K ﹤0.01% 1741

Carson Wealth (CWM LLC)'s IEME Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of iShares Evolved U.S. Media and Entertainment ETF (IEME) in Q3 2022, closing a stake of 179 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in IEME in Q1 2019 and held it in 13 quarters. The position peaked at $23K in Q2 2021. 0 funds tracked by Wall St. Rank hold IEME as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining iShares Evolved U.S. Media and Entertainment ETF position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 179 iShares Evolved U.S. Media and Entertainment ETF shares in Q3 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Evolved U.S. Media and Entertainment ETF in Q1 2019 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s iShares Evolved U.S. Media and Entertainment ETF position peaked at $23K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held iShares Evolved U.S. Media and Entertainment ETF as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.