Carson Wealth (CWM LLC)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
8,675
-4
| -0% | -$532 | ﹤0.01% | 1177 |
|
|
2025
Q1 | $1.08M | Sell |
8,679
-1,580
| -15% | -$197K | ﹤0.01% | 1082 |
|
|
2024
Q4 | $1.39M | Buy |
10,259
+230
| +2% | +$31.1K | 0.01% | 932 |
|
|
2024
Q3 | $1.4M | Sell |
10,029
-82
| -0.8% | -$11.4K | 0.01% | 851 |
|
|
2024
Q2 | $1.3M | Buy |
10,111
+689
| +7% | +$88.5K | 0.01% | 777 |
|
|
2024
Q1 | $1.23M | Buy |
9,422
+1,892
| +25% | +$247K | 0.01% | 781 |
|
|
2023
Q4 | $942K | Sell |
7,530
-154
| -2% | -$19.3K | 0.01% | 829 |
|
|
2023
Q3 | $843K | Buy |
7,684
+1,541
| +25% | +$169K | 0.01% | 807 |
|
|
2023
Q2 | $706K | Sell |
6,143
-11
| -0.2% | -$1.26K | ﹤0.01% | 830 |
|
|
2023
Q1 | $677K | Buy |
6,154
+833
| +16% | +$91.6K | ﹤0.01% | 786 |
|
|
2022
Q4 | $575K | Sell |
5,321
-596
| -10% | -$64.4K | ﹤0.01% | 760 |
|
|
2022
Q3 | $602K | Buy |
5,917
+159
| +3% | +$16.2K | ﹤0.01% | 696 |
|
|
2022
Q2 | $606K | Buy |
5,758
+264
| +5% | +$27.8K | ﹤0.01% | 688 |
|
|
2022
Q1 | $687K | Buy |
5,494
+34
| +0.6% | +$4.25K | ﹤0.01% | 644 |
|
|
2021
Q4 | $758K | Buy |
+5,460
| New | +$758K | 0.01% | 628 |
|
|
2021
Q2 | $673K | Hold |
5,072
| – | – | 0.01% | 626 |
|
|
2021
Q1 | $673K | Hold |
5,072
| – | – | 0.01% | 626 |
|
|
2020
Q4 | $673K | Sell |
5,072
-5,072
| -50% | -$673K | 0.01% | 626 |
|
|
2020
Q3 | $673K | Hold |
10,144
| – | – | 0.01% | 626 |
|
|
2020
Q2 | $673K | Hold |
10,144
| – | – | 0.01% | 626 |
|
|
2020
Q1 | $673K | Hold |
10,144
| – | – | 0.01% | 626 |
|
|
2019
Q4 | $673K | Hold |
10,144
| – | – | 0.01% | 626 |
|
|
2019
Q3 | $673K | Hold |
10,144
| – | – | 0.01% | 626 |
|
|
2019
Q2 | $673K | Hold |
10,144
| – | – | 0.01% | 626 |
|
|
2019
Q1 | $673K | Buy |
10,144
+6,108
| +151% | +$405K | 0.01% | 626 |
|
|
2018
Q4 | $326K | Buy |
4,036
+526
| +15% | +$42.5K | 0.01% | 509 |
|
|
2018
Q3 | $354K | Buy |
3,510
+1,662
| +90% | +$168K | 0.01% | 420 |
|
|
2018
Q2 | $175K | Buy |
1,848
+1,238
| +203% | +$117K | 0.01% | 441 |
|
|
2018
Q1 | $53K | Sell |
610
-19,326
| -97% | -$1.68M | ﹤0.01% | 543 |
|
|
2017
Q4 | $1.7M | Buy |
19,936
+19,910
| +76,577% | +$1.69M | 0.08% | 189 |
|
|
2017
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1289 |
|
|
2017
Q2 | – | Sell |
-44,178
| Closed | -$3.38M | – | 1245 |
|
|
2017
Q1 | $3.38M | Buy |
+44,178
| New | +$3.38M | 0.19% | 102 |
|