Carson Wealth (CWM LLC)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.9M | Sell |
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|
2025
Q2 | $15.4M | Sell |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $9.95M | Buy |
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|
2024
Q3 | $6.05M | Sell |
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|
2024
Q2 | $5.76M | Sell |
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|
2024
Q1 | $6.29M | Buy |
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|
2023
Q4 | $5.61M | Buy |
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|
2023
Q3 | $4.54M | Buy |
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|
2023
Q2 | $4.64M | Buy |
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|
2023
Q1 | $4.33M | Buy |
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|
2022
Q4 | $3.83M | Sell |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $3.98M | Sell |
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|
2022
Q1 | $9.5M | Buy |
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|
2021
Q4 | $9.69M | Buy |
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|
2021
Q2 | $3.65M | Sell |
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|
2021
Q1 | $3.65M | Hold |
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|
2020
Q4 | $3.65M | Hold |
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|
2020
Q3 | $3.65M | Hold |
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|
2020
Q2 | $3.65M | Hold |
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|
2020
Q1 | $3.65M | Hold |
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|
2019
Q4 | $3.65M | Hold |
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|
2019
Q3 | $3.65M | Hold |
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|
2019
Q2 | $3.65M | Hold |
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|
2019
Q1 | $3.65M | Buy |
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|
2018
Q4 | $1.83M | Sell |
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|
2018
Q3 | $2.25M | Sell |
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|
2018
Q2 | $2.12M | Hold |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | $1.92M | Buy |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.56M | Buy |
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|
2017
Q1 | $1.45M | Hold |
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|
2016
Q4 | $1.35M | Hold |
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|
2016
Q3 | $1.35M | Buy |
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|
2016
Q2 | $1.15M | Buy |
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|
2016
Q1 | $1.06M | Buy |
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