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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.96M | Buy |
34,297
+257
| +0.8% | +$38.1K | 0.01% | 815 |
|
|
2025
Q4 | $4.8M | Buy |
34,040
+25,893
| +318% | +$3.66M | 0.01% | 794 |
|
|
2025
Q3 | $1.15M | Sell |
8,147
-528
| -6% | -$72.9K | ﹤0.01% | 1332 |
|
|
2025
Q2 | $1.15M | Sell |
8,675
-4
| -0% | -$501 | ﹤0.01% | 1178 |
|
|
2025
Q1 | $1.08M | Sell |
8,679
-1,580
| -15% | -$211K | ﹤0.01% | 1083 |
|
|
2024
Q4 | $1.39M | Buy |
10,259
+230
| +2% | +$32.5K | 0.01% | 933 |
|
|
2024
Q3 | $1.4M | Sell |
10,029
-82
| -0.8% | -$11.1K | 0.01% | 852 |
|
|
2024
Q2 | $1.3M | Buy |
10,111
+689
| +7% | +$88.1K | 0.01% | 778 |
|
|
2024
Q1 | $1.23M | Buy |
9,422
+1,892
| +25% | +$236K | 0.01% | 782 |
|
|
2023
Q4 | $942K | Sell |
7,530
-154
| -2% | -$17.3K | 0.01% | 830 |
|
|
2023
Q3 | $843K | Buy |
7,684
+1,541
| +25% | +$178K | 0.01% | 808 |
|
|
2023
Q2 | $706K | Sell |
6,143
-11
| -0.2% | -$1.2K | ﹤0.01% | 831 |
|
|
2023
Q1 | $677K | Buy |
6,154
+833
| +16% | +$93.9K | ﹤0.01% | 788 |
|
|
2022
Q4 | $575K | Sell |
5,321
-596
| -10% | -$65.5K | ﹤0.01% | 762 |
|
|
2022
Q3 | $602K | Buy |
5,917
+159
| +3% | +$17.9K | ﹤0.01% | 698 |
|
|
2022
Q2 | $606K | Buy |
5,758
+264
| +5% | +$29.9K | ﹤0.01% | 690 |
|
|
2022
Q1 | $687K | Buy |
5,494
+34
| +0.6% | +$4.29K | ﹤0.01% | 646 |
|
|
2021
Q4 | $758K | Buy |
+5,460
| New | +$743K | 0.01% | 630 |
|
|
2021
Q2 | $673K | Hold |
5,072
| – | – | 0.01% | 628 |
|
|
2021
Q1 | $673K | Hold |
5,072
| – | – | 0.01% | 628 |
|
|
2020
Q4 | $673K | Sell |
5,072
-5,072
| -50% | -$517K | 0.01% | 628 |
|
|
2020
Q3 | $673K | Hold |
10,144
| – | – | 0.01% | 628 |
|
|
2020
Q2 | $673K | Hold |
10,144
| – | – | 0.01% | 628 |
|
|
2020
Q1 | $673K | Hold |
10,144
| – | – | 0.01% | 628 |
|
|
2019
Q4 | $673K | Hold |
10,144
| – | – | 0.01% | 628 |
|
|
2019
Q3 | $673K | Hold |
10,144
| – | – | 0.01% | 628 |
|
|
2019
Q2 | $673K | Hold |
10,144
| – | – | 0.01% | 628 |
|
|
2019
Q1 | $673K | Buy |
10,144
+6,108
| +151% | +$540K | 0.01% | 628 |
|
|
2018
Q4 | $326K | Buy |
4,036
+526
| +15% | +$46.9K | 0.01% | 510 |
|
|
2018
Q3 | $354K | Buy |
3,510
+1,662
| +90% | +$167K | 0.01% | 421 |
|
|
2018
Q2 | $175K | Buy |
1,848
+1,238
| +203% | +$114K | 0.01% | 442 |
|
|
2018
Q1 | $53K | Sell |
610
-19,326
| -97% | -$1.68M | ﹤0.01% | 544 |
|
|
2017
Q4 | $1.7M | Buy |
19,936
+19,910
| +76,577% | +$1.67M | 0.08% | 189 |
|
|
2017
Q3 | $2K | Buy |
+26
| New | +$2.03K | ﹤0.01% | 1290 |
|
|
2017
Q2 | – | Sell |
-44,178
| Closed | -$3.38M | – | 1246 |
|
|
2017
Q1 | $3.38M | Buy |
+44,178
| New | +$3.35M | 0.19% | 102 |
|
Other funds holding IJT
