Carson Wealth (CWM LLC)’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
1,194
+7
| +0.6% | +$756 | ﹤0.01% | 2501 |
|
|
2025
Q1 | $114K | Hold |
1,187
| – | – | ﹤0.01% | 2325 |
|
|
2024
Q4 | $120K | Buy |
1,187
+4
| +0.3% | +$404 | ﹤0.01% | 2163 |
|
|
2024
Q3 | $117K | Sell |
1,183
-20
| -2% | -$1.98K | ﹤0.01% | 2105 |
|
|
2024
Q2 | $116K | Buy |
1,203
+7
| +0.6% | +$675 | ﹤0.01% | 1872 |
|
|
2024
Q1 | $107K | Buy |
1,196
+21
| +2% | +$1.88K | ﹤0.01% | 1839 |
|
|
2023
Q4 | $95K | Buy |
1,175
+348
| +42% | +$28.1K | ﹤0.01% | 1799 |
|
|
2023
Q3 | $61K | Sell |
827
-363
| -31% | -$26.8K | ﹤0.01% | 1943 |
|
|
2023
Q2 | $91K | Sell |
1,190
-382
| -24% | -$29.2K | ﹤0.01% | 1614 |
|
|
2023
Q1 | $110K | Sell |
1,572
-812
| -34% | -$56.8K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $153K | Sell |
2,384
-1,276
| -35% | -$81.9K | ﹤0.01% | 1199 |
|
|
2022
Q3 | $218K | Buy |
3,660
+2,273
| +164% | +$135K | ﹤0.01% | 1012 |
|
|
2022
Q2 | $89K | Hold |
1,387
| – | – | ﹤0.01% | 1362 |
|
|
2022
Q1 | $105K | Hold |
1,387
| – | – | ﹤0.01% | 1304 |
|
|
2021
Q4 | $108K | Buy |
+1,387
| New | +$108K | ﹤0.01% | 1261 |
|
|
2021
Q2 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2021
Q1 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q4 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q3 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q2 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q1 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q4 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q3 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q2 | $98K | Hold |
1,387
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q1 | $98K | Sell |
1,387
-713
| -34% | -$50.4K | ﹤0.01% | 1146 |
|
|
2018
Q4 | $89K | Buy |
+2,100
| New | +$89K | ﹤0.01% | 747 |
|