Carson Wealth (CWM LLC)’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.04M | Hold |
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|
2025
Q2 | $6.54M | Sell |
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|
2025
Q1 | $5.55M | Buy |
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|
2024
Q4 | $5.8M | Buy |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.46M | Sell |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $2.88M | Sell |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $3.09M | Sell |
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|
2022
Q1 | $4.31M | Sell |
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|
2021
Q4 | $5.75M | Buy |
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|
2021
Q2 | $2.88M | Sell |
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|
2021
Q1 | $2.88M | Hold |
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|
2020
Q4 | $2.88M | Hold |
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|
2020
Q3 | $2.88M | Hold |
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|
2020
Q2 | $2.88M | Hold |
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|
2020
Q1 | $2.88M | Hold |
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|
2019
Q4 | $2.88M | Hold |
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|
2019
Q3 | $2.88M | Hold |
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|
2019
Q2 | $2.88M | Hold |
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|
2019
Q1 | $2.88M | Buy |
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|
2018
Q4 | $3.06M | Buy |
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|
2018
Q3 | $3.55M | Sell |
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|
2018
Q2 | $3.38M | Buy |
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|
2018
Q1 | $3.16M | Sell |
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|
2017
Q4 | $3.05M | Buy |
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|
2017
Q3 | $2.85M | Buy |
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|
2017
Q2 | $2.47M | Buy |
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|
2017
Q1 | $2.28M | Buy |
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|
2016
Q4 | $1.96M | Buy |
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|
2016
Q3 | $1.92M | Sell |
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|
2016
Q2 | $1.93M | Buy |
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|
2016
Q1 | $1.9M | Buy |
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