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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23M | Sell |
16,859
-290
| -2% | -$39.7K | 0.01% | 1154 |
|
|
2025
Q4 | $2.26M | Buy |
17,149
+4,416
| +35% | +$575K | 0.01% | 1103 |
|
|
2025
Q3 | $1.65M | Sell |
12,733
-3,027
| -19% | -$388K | 0.01% | 1174 |
|
|
2025
Q2 | $1.95M | Buy |
15,760
+7,832
| +99% | +$921K | 0.01% | 968 |
|
|
2025
Q1 | $949K | Buy |
7,928
+197
| +3% | +$24.7K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $966K | Buy |
7,731
+2,879
| +59% | +$368K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $600K | Sell |
4,852
-1,080
| -18% | -$128K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $673K | Buy |
5,932
+1,079
| +22% | +$123K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $574K | Sell |
4,853
-2,399
| -33% | -$270K | ﹤0.01% | 1082 |
|
|
2023
Q4 | $827K | Buy |
7,252
+2,489
| +52% | +$256K | ﹤0.01% | 880 |
|
|
2023
Q3 | $481K | Buy |
4,763
+61
| +1% | +$6.52K | ﹤0.01% | 993 |
|
|
2023
Q2 | $504K | Buy |
4,702
+679
| +17% | +$69K | ﹤0.01% | 933 |
|
|
2023
Q1 | $413K | Sell |
4,023
-1,856
| -32% | -$198K | ﹤0.01% | 945 |
|
|
2022
Q4 | $593K | Buy |
5,879
+2,607
| +80% | +$260K | ﹤0.01% | 749 |
|
|
2022
Q3 | $294K | Buy |
3,272
+283
| +9% | +$28.2K | ﹤0.01% | 915 |
|
|
2022
Q2 | $282K | Buy |
2,989
+197
| +7% | +$20.1K | ﹤0.01% | 907 |
|
|
2022
Q1 | $306K | Buy |
2,792
+98
| +4% | +$10.6K | ﹤0.01% | 876 |
|
|
2021
Q4 | $298K | Buy |
+2,694
| New | +$293K | ﹤0.01% | 873 |
|
|
2021
Q2 | $345K | Hold |
3,277
| – | – | ﹤0.01% | 751 |
|
|
2021
Q1 | $345K | Hold |
3,277
| – | – | ﹤0.01% | 751 |
|
|
2020
Q4 | $345K | Sell |
3,277
-3,277
| -50% | -$257K | ﹤0.01% | 751 |
|
|
2020
Q3 | $345K | Hold |
6,554
| – | – | ﹤0.01% | 751 |
|
|
2020
Q2 | $345K | Hold |
6,554
| – | – | ﹤0.01% | 751 |
|
|
2020
Q1 | $345K | Hold |
6,554
| – | – | ﹤0.01% | 751 |
|
|
2019
Q4 | $345K | Hold |
6,554
| – | – | ﹤0.01% | 751 |
|
|
2019
Q3 | $345K | Hold |
6,554
| – | – | ﹤0.01% | 751 |
|
|
2019
Q2 | $345K | Hold |
6,554
| – | – | ﹤0.01% | 751 |
|
|
2019
Q1 | $345K | Buy |
6,554
+2,178
| +50% | +$169K | ﹤0.01% | 751 |
|
|
2018
Q4 | $303K | Buy |
4,376
+1,998
| +84% | +$153K | 0.01% | 521 |
|
|
2018
Q3 | $199K | Sell |
2,378
-14
| -0.6% | -$1.17K | 0.01% | 516 |
|
|
2018
Q2 | $194K | Buy |
2,392
+14
| +0.6% | +$1.12K | 0.01% | 429 |
|
|
2018
Q1 | $184K | Hold |
2,378
| – | – | 0.01% | 372 |
|
|
2017
Q4 | $190K | Hold |
2,378
| – | – | 0.01% | 350 |
|
|
2017
Q3 | $182K | Sell |
2,378
-142
| -6% | -$10.5K | 0.01% | 337 |
|
|
2017
Q2 | $187K | Sell |
2,520
-45,142
| -95% | -$3.34M | 0.01% | 310 |
|
|
2017
Q1 | $3.54M | Buy |
47,662
+45,284
| +1,904% | +$3.36M | 0.2% | 98 |
|
|
2016
Q4 | $173K | Hold |
2,378
| – | – | 0.01% | 283 |
|
|
2016
Q3 | $158K | Buy |
+2,378
| New | +$157K | 0.01% | 284 |
|
Other funds holding IJJ
DADC
CFB