Carson Wealth (CWM LLC)’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Buy |
1,677
+1,236
| +280% | +$72.2K | ﹤0.01% | 2750 |
|
|
2025
Q1 | $24K | Sell |
441
-346
| -44% | -$18.8K | ﹤0.01% | 3535 |
|
|
2024
Q4 | $46K | Buy |
+787
| New | +$46K | ﹤0.01% | 2866 |
|
|
2022
Q2 | – | Sell |
-475
| Closed | -$25K | – | 3918 |
|
|
2022
Q1 | $25K | Buy |
475
+455
| +2,275% | +$23.9K | ﹤0.01% | 1945 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 3299 |
|
|
2021
Q2 | $1K | Sell |
20
-60
| -75% | -$3K | ﹤0.01% | 2771 |
|
|
2021
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2020
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2020
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2020
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2020
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2019
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2019
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2019
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 2771 |
|
|
2019
Q1 | $1K | Buy |
80
+24
| +43% | +$300 | ﹤0.01% | 2771 |
|
|
2018
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 1754 |
|
|
2018
Q3 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1457 |
|