Carson Wealth (CWM LLC)’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $748K | Hold |
8,323
| – | – | ﹤0.01% | 1729 |
|
|
2025
Q4 | $786K | Hold |
8,323
| – | – | ﹤0.01% | 1646 |
|
|
2025
Q3 | $769K | Hold |
8,323
| – | – | ﹤0.01% | 1552 |
|
|
2025
Q2 | $714K | Sell |
8,323
-110
| -1% | -$8.71K | ﹤0.01% | 1425 |
|
|
2025
Q1 | $652K | Buy |
8,433
+310
| +4% | +$25.3K | ﹤0.01% | 1350 |
|
|
2024
Q4 | $659K | Buy |
8,123
+851
| +12% | +$69.4K | ﹤0.01% | 1274 |
|
|
2024
Q3 | $576K | Hold |
7,272
| – | – | ﹤0.01% | 1261 |
|
|
2024
Q2 | $547K | Hold |
7,272
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q1 | $527K | Sell |
7,272
-1,737
| -19% | -$120K | ﹤0.01% | 1117 |
|
|
2023
Q4 | $592K | Sell |
9,009
-625
| -6% | -$38.4K | ﹤0.01% | 1000 |
|
|
2023
Q3 | $567K | Hold |
9,634
| – | – | ﹤0.01% | 945 |
|
|
2023
Q2 | $588K | Sell |
9,634
-420
| -4% | -$24.2K | ﹤0.01% | 886 |
|
|
2023
Q1 | $567K | Hold |
10,054
| – | – | ﹤0.01% | 855 |
|
|
2022
Q4 | $529K | Hold |
10,054
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $497K | Sell |
10,054
-1,636
| -14% | -$89.8K | ﹤0.01% | 749 |
|
|
2022
Q2 | $607K | Buy |
11,690
+8,852
| +312% | +$501K | ﹤0.01% | 689 |
|
|
2022
Q1 | $178K | Hold |
2,838
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q4 | $188K | Buy |
+2,838
| New | +$183K | ﹤0.01% | 1052 |
|
|
2021
Q2 | $172K | Sell |
2,838
-8,514
| -75% | -$502K | ﹤0.01% | 952 |
|
|
2021
Q1 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2020
Q4 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2020
Q3 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2020
Q2 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2020
Q1 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2019
Q4 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2019
Q3 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2019
Q2 | $172K | Hold |
11,352
| – | – | ﹤0.01% | 952 |
|
|
2019
Q1 | $172K | Sell |
11,352
-21,780
| -66% | -$836K | ﹤0.01% | 952 |
|
|
2018
Q4 | $1.18M | Buy |
33,132
+29,616
| +842% | +$1.16M | 0.03% | 356 |
|
|
2018
Q3 | $148K | Buy |
3,516
+240
| +7% | +$9.81K | ﹤0.01% | 563 |
|
|
2018
Q2 | $126K | Hold |
3,276
| – | – | ﹤0.01% | 490 |
|
|
2018
Q1 | $126K | Hold |
3,276
| – | – | 0.01% | 419 |
|
|
2017
Q4 | $130K | Hold |
3,276
| – | – | 0.01% | 396 |
|
|
2017
Q3 | $123K | Sell |
3,276
-348
| -10% | -$12.9K | 0.01% | 389 |
|
|
2017
Q2 | $133K | Hold |
3,624
| – | – | 0.01% | 354 |
|
|
2017
Q1 | $129K | Hold |
3,624
| – | – | 0.01% | 337 |
|
|
2016
Q4 | $120K | Hold |
3,624
| – | – | 0.01% | 327 |
|
|
2016
Q3 | $116K | Hold |
3,624
| – | – | 0.01% | 318 |
|
|
2016
Q2 | $111K | Buy |
+3,624
| New | +$110K | 0.01% | 297 |
|
Other funds holding ILCB
ETC
EH
WA
