Carson Wealth (CWM LLC)’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Hold |
|
|||||
|
2025
Q2 | $1.11M | Buy |
|
|||||
|
2025
Q1 | $994K | Hold |
|
|||||
|
2024
Q4 | $1.02M | Hold |
|
|||||
|
2024
Q3 | $1.02M | Sell |
|
|||||
|
2024
Q2 | $967K | Hold |
|
|||||
|
2024
Q1 | $1M | Hold |
|
|||||
|
2023
Q4 | $926K | Hold |
|
|||||
|
2023
Q3 | $824K | Hold |
|
|||||
|
2023
Q2 | $873K | Hold |
|
|||||
|
2023
Q1 | $837K | Hold |
|
|||||
|
2022
Q4 | $810K | Sell |
|
|||||
|
2022
Q3 | $749K | Buy |
|
|||||
|
2022
Q2 | $128K | Buy |
|
|||||
|
2022
Q1 | $146K | Buy |
|
|||||
|
2021
Q4 | $96K | Buy |
|
|||||
|
2021
Q2 | $89K | Sell |
|
|||||
|
2021
Q1 | $89K | Hold |
|
|||||
|
2020
Q4 | $89K | Hold |
|
|||||
|
2020
Q3 | $89K | Hold |
|
|||||
|
2020
Q2 | $89K | Hold |
|
|||||
|
2020
Q1 | $89K | Hold |
|
|||||
|
2019
Q4 | $89K | Hold |
|
|||||
|
2019
Q3 | $89K | Hold |
|
|||||
|
2019
Q2 | $89K | Hold |
|
|||||
|
2019
Q1 | $89K | Buy |
|
|||||
|
2018
Q4 | $13K | Buy |
|
|||||
|
2018
Q3 | $12K | Buy |
|