Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IUS Stock Details IUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$34.5M Buy
2025
Q2 		$72K Sell
2025
Q1 		$129K Sell
2024
Q4 		$140K Hold
2024
Q3 		$142K Buy
2024
Q2 		$90K Buy
2023
Q1 		– Sell
2022
Q4 		$154K Sell
2022
Q3 		$332K Buy