Carson Wealth (CWM LLC)’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.27M | Sell |
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|
2025
Q2 | $7.14M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $5.28M | Buy |
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|
2024
Q3 | $4.99M | Sell |
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|
2024
Q2 | $4.92M | Buy |
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|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $3.58M | Sell |
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|
2023
Q3 | $3.27M | Buy |
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|
2023
Q2 | $2.99M | Buy |
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|
2023
Q1 | $2.35M | Buy |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q2 | $1.97M | Hold |
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|
2021
Q1 | $1.97M | Hold |
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|
2020
Q4 | $1.97M | Hold |
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|
2020
Q3 | $1.97M | Hold |
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|
2020
Q2 | $1.97M | Hold |
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|
2020
Q1 | $1.97M | Hold |
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|
2019
Q4 | $1.97M | Hold |
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|
2019
Q3 | $1.97M | Hold |
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|
2019
Q2 | $1.97M | Hold |
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|
2019
Q1 | $1.97M | Sell |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | $1.3M | Buy |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $47K | Buy |
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|
2016
Q4 | $40K | Hold |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $38K | Hold |
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|
2016
Q1 | $37K | Buy |
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