Carson Wealth (CWM LLC)’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308K | Hold |
|
|||||
|
2025
Q2 | $292K | Sell |
|
|||||
|
2025
Q1 | $384K | Sell |
|
|||||
|
2024
Q4 | $421K | Hold |
|
|||||
|
2024
Q3 | $435K | Sell |
|
|||||
|
2024
Q2 | $445K | Hold |
|
|||||
|
2024
Q1 | $460K | Sell |
|
|||||
|
2023
Q4 | $478K | Sell |
|
|||||
|
2023
Q3 | $429K | Buy |
|
|||||
|
2023
Q2 | $384K | Buy |
|
|||||
|
2023
Q1 | $360K | Hold |
|
|||||
|
2022
Q4 | $361K | Sell |
|
|||||
|
2022
Q3 | $368K | Sell |
|
|||||
|
2022
Q2 | $396K | Sell |
|
|||||
|
2022
Q1 | $463K | Hold |
|
|||||
|
2021
Q4 | $459K | Buy |
|
|||||
|
2021
Q2 | $435K | Sell |
|
|||||
|
2021
Q1 | $435K | Hold |
|
|||||
|
2020
Q4 | $435K | Hold |
|
|||||
|
2020
Q3 | $435K | Hold |
|
|||||
|
2020
Q2 | $435K | Hold |
|
|||||
|
2020
Q1 | $435K | Hold |
|
|||||
|
2019
Q4 | $435K | Hold |
|
|||||
|
2019
Q3 | $435K | Hold |
|
|||||
|
2019
Q2 | $435K | Hold |
|
|||||
|
2019
Q1 | $435K | Buy |
|
|||||
|
2018
Q4 | $660K | Sell |
|
|||||
|
2018
Q3 | $778K | Sell |
|
|||||
|
2018
Q2 | $793K | Hold |
|
|||||
|
2018
Q1 | $777K | Buy |
|
|||||
|
2017
Q4 | $709K | Buy |
|
|||||
|
2017
Q3 | $615K | Buy |
|
|||||
|
2017
Q2 | $448K | Buy |
|
|||||
|
2017
Q1 | $410K | Hold |
|
|||||
|
2016
Q4 | $399K | Buy |
|
|||||
|
2016
Q3 | $236K | Buy |
|
|||||
|
2016
Q2 | $61K | Buy |
|
|||||
|
2016
Q1 | $46K | Buy |
|