Carson Wealth (CWM LLC)’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $241K | Sell |
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2025
Q2 | $224K | Sell |
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2025
Q1 | $234K | Buy |
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2024
Q4 | $234K | Hold |
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2024
Q3 | $235K | Hold |
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2024
Q2 | $214K | Hold |
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2024
Q1 | $226K | Hold |
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2023
Q4 | $219K | Hold |
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2023
Q3 | $191K | Buy |
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2023
Q2 | $176K | Hold |
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2023
Q1 | $170K | Hold |
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2022
Q4 | $169K | Hold |
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2022
Q3 | $155K | Hold |
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2022
Q2 | $164K | Buy |
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2022
Q1 | $189K | Sell |
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2021
Q4 | $325K | Buy |
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2021
Q2 | $324K | Sell |
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2021
Q1 | $324K | Hold |
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2020
Q4 | $324K | Hold |
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2020
Q3 | $324K | Hold |
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2020
Q2 | $324K | Hold |
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2020
Q1 | $324K | Hold |
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2019
Q4 | $324K | Hold |
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2019
Q3 | $324K | Hold |
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2019
Q2 | $324K | Hold |
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2019
Q1 | $324K | Buy |
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2018
Q4 | $240K | Sell |
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2018
Q3 | $641K | Buy |
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2018
Q2 | $600K | Hold |
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2018
Q1 | $563K | Buy |
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2017
Q4 | $590K | Buy |
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2017
Q3 | $527K | Buy |
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2017
Q2 | $365K | Buy |
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2017
Q1 | $333K | Hold |
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2016
Q4 | $330K | Buy |
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2016
Q3 | $171K | Buy |
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2016
Q2 | $77K | Sell |
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2016
Q1 | $103K | Buy |
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