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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.69M | Sell |
43,150
-1,444
| -3% | -$238K | 0.02% | 697 |
|
|
2025
Q4 | $7.49M | Buy |
44,594
+405
| +0.9% | +$67.6K | 0.02% | 626 |
|
|
2025
Q3 | $7.27M | Sell |
44,189
-3,321
| -7% | -$522K | 0.02% | 581 |
|
|
2025
Q2 | $7.14M | Buy |
47,510
+9,236
| +24% | +$1.25M | 0.03% | 492 |
|
|
2025
Q1 | $4.86M | Buy |
38,274
+381
| +1% | +$52.7K | 0.02% | 538 |
|
|
2024
Q4 | $5.28M | Buy |
37,893
+34
| +0.1% | +$4.67K | 0.02% | 462 |
|
|
2024
Q3 | $4.99M | Sell |
37,859
-778
| -2% | -$98.9K | 0.02% | 440 |
|
|
2024
Q2 | $4.92M | Buy |
38,637
+2,722
| +8% | +$325K | 0.02% | 423 |
|
|
2024
Q1 | $4.21M | Buy |
35,915
+1,546
| +4% | +$172K | 0.02% | 452 |
|
|
2023
Q4 | $3.58M | Sell |
34,369
-156
| -0.5% | -$15.4K | 0.02% | 458 |
|
|
2023
Q3 | $3.27M | Buy |
34,525
+3,877
| +13% | +$380K | 0.02% | 443 |
|
|
2023
Q2 | $2.99M | Buy |
30,648
+4,130
| +16% | +$379K | 0.02% | 447 |
|
|
2023
Q1 | $2.35M | Buy |
26,518
+3,047
| +13% | +$259K | 0.02% | 453 |
|
|
2022
Q4 | $1.91M | Buy |
23,471
+5,321
| +29% | +$445K | 0.01% | 459 |
|
|
2022
Q3 | $1.46M | Sell |
18,150
-257
| -1% | -$23.1K | 0.01% | 461 |
|
|
2022
Q2 | $1.54M | Sell |
18,407
-1,253
| -6% | -$115K | 0.01% | 449 |
|
|
2022
Q1 | $2.08M | Sell |
19,660
-373
| -2% | -$38.8K | 0.01% | 407 |
|
|
2021
Q4 | $2.32M | Buy |
+20,033
| New | +$2.23M | 0.02% | 402 |
|
|
2021
Q2 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2021
Q1 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2020
Q4 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2020
Q3 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2020
Q2 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2020
Q1 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2019
Q4 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2019
Q3 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2019
Q2 | $1.97M | Hold |
19,469
| – | – | 0.02% | 427 |
|
|
2019
Q1 | $1.97M | Sell |
19,469
-4,714
| -19% | -$270K | 0.02% | 427 |
|
|
2018
Q4 | $1.27M | Buy |
24,183
+956
| +4% | +$54.2K | 0.03% | 335 |
|
|
2018
Q3 | $1.44M | Buy |
23,227
+477
| +2% | +$28.8K | 0.04% | 283 |
|
|
2018
Q2 | $1.3M | Buy |
22,750
+1,883
| +9% | +$106K | 0.04% | 250 |
|
|
2018
Q1 | $1.14M | Sell |
20,867
-2,966
| -12% | -$166K | 0.05% | 215 |
|
|
2017
Q4 | $1.28M | Buy |
23,833
+2,464
| +12% | +$130K | 0.06% | 214 |
|
|
2017
Q3 | $1.08M | Sell |
21,369
-87
| -0.4% | -$4.31K | 0.05% | 200 |
|
|
2017
Q2 | $1.03M | Buy |
21,456
+20,444
| +2,020% | +$976K | 0.05% | 191 |
|
|
2017
Q1 | $47K | Buy |
1,012
+90
| +10% | +$4.07K | ﹤0.01% | 471 |
|
|
2016
Q4 | $40K | Hold |
922
| – | – | ﹤0.01% | 481 |
|
|
2016
Q3 | $39K | Hold |
922
| – | – | ﹤0.01% | 451 |
|
|
2016
Q2 | $38K | Hold |
922
| – | – | ﹤0.01% | 400 |
|
|
2016
Q1 | $37K | Buy |
+922
| New | +$35.4K | ﹤0.01% | 372 |
|
Other funds holding IUSG
MFG
BTI
