Carson Wealth (CWM LLC)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $942K | Sell |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q2 | $673K | Hold |
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|
2021
Q1 | $673K | Hold |
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|
2020
Q4 | $673K | Sell |
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|
2020
Q3 | $673K | Hold |
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|
2020
Q2 | $673K | Hold |
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|
2020
Q1 | $673K | Hold |
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|
2019
Q4 | $673K | Hold |
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|
2019
Q3 | $673K | Hold |
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|
2019
Q2 | $673K | Hold |
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|
2019
Q1 | $673K | Buy |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | $175K | Buy |
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|
2018
Q1 | $53K | Sell |
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|
2017
Q4 | $1.7M | Buy |
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|
2017
Q3 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.38M | Buy |
|