Carson Wealth (CWM LLC)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $949K | Buy |
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|
2024
Q4 | $966K | Buy |
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|
2024
Q3 | $600K | Sell |
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|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $827K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $345K | Hold |
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|
2019
Q4 | $345K | Hold |
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|
2019
Q3 | $345K | Hold |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $199K | Sell |
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|
2018
Q2 | $194K | Buy |
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|
2018
Q1 | $184K | Hold |
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|
2017
Q4 | $190K | Hold |
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|
2017
Q3 | $182K | Sell |
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|
2017
Q2 | $187K | Sell |
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|
2017
Q1 | $3.54M | Buy |
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|
2016
Q4 | $173K | Hold |
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|
2016
Q3 | $158K | Buy |
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