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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $769K | Hold |
|
|||||
|
2025
Q2 | $714K | Sell |
|
|||||
|
2025
Q1 | $652K | Buy |
|
|||||
|
2024
Q4 | $659K | Buy |
|
|||||
|
2024
Q3 | $576K | Hold |
|
|||||
|
2024
Q2 | $547K | Hold |
|
|||||
|
2024
Q1 | $527K | Sell |
|
|||||
|
2023
Q4 | $592K | Sell |
|
|||||
|
2023
Q3 | $567K | Hold |
|
|||||
|
2023
Q2 | $588K | Sell |
|
|||||
|
2023
Q1 | $567K | Hold |
|
|||||
|
2022
Q4 | $529K | Hold |
|
|||||
|
2022
Q3 | $497K | Sell |
|
|||||
|
2022
Q2 | $607K | Buy |
|
|||||
|
2022
Q1 | $178K | Hold |
|
|||||
|
2021
Q4 | $188K | Buy |
|
|||||
|
2021
Q2 | $172K | Sell |
|
|||||
|
2021
Q1 | $172K | Hold |
|
|||||
|
2020
Q4 | $172K | Hold |
|
|||||
|
2020
Q3 | $172K | Hold |
|
|||||
|
2020
Q2 | $172K | Hold |
|
|||||
|
2020
Q1 | $172K | Hold |
|
|||||
|
2019
Q4 | $172K | Hold |
|
|||||
|
2019
Q3 | $172K | Hold |
|
|||||
|
2019
Q2 | $172K | Hold |
|
|||||
|
2019
Q1 | $172K | Sell |
|
|||||
|
2018
Q4 | $1.18M | Buy |
|
|||||
|
2018
Q3 | $148K | Buy |
|
|||||
|
2018
Q2 | $126K | Hold |
|
|||||
|
2018
Q1 | $126K | Hold |
|
|||||
|
2017
Q4 | $130K | Hold |
|
|||||
|
2017
Q3 | $123K | Sell |
|
|||||
|
2017
Q2 | $133K | Hold |
|
|||||
|
2017
Q1 | $129K | Hold |
|
|||||
|
2016
Q4 | $120K | Hold |
|
|||||
|
2016
Q3 | $116K | Hold |
|
|||||
|
2016
Q2 | $111K | Buy |
|