Carson Wealth (CWM LLC)’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $62.2M | Sell |
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|
2025
Q2 | $63.9M | Sell |
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|
2025
Q1 | $63.4M | Sell |
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|
2024
Q4 | $64.4M | Sell |
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|
2024
Q3 | $67M | Sell |
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|
2024
Q2 | $64M | Sell |
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|
2024
Q1 | $72.9M | Sell |
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|
2023
Q4 | $71.4M | Sell |
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|
2023
Q3 | $70.2M | Sell |
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|
2023
Q2 | $79.4M | Sell |
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|
2023
Q1 | $83.6M | Buy |
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|
2022
Q4 | $76.6M | Buy |
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|
2022
Q3 | $51.7M | Buy |
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|
2022
Q2 | $47.4M | Buy |
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|
2022
Q1 | $26.9M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q2 | $6M | Hold |
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|
2021
Q1 | $6M | Hold |
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|
2020
Q4 | $6M | Hold |
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|
2020
Q3 | $6M | Hold |
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|
2020
Q2 | $6M | Hold |
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|
2020
Q1 | $6M | Hold |
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|
2019
Q4 | $6M | Hold |
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|
2019
Q3 | $6M | Hold |
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|
2019
Q2 | $6M | Hold |
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|
2019
Q1 | $6M | Sell |
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|
2018
Q4 | $7.08M | Buy |
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|
2018
Q3 | $7.18M | Buy |
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|
2018
Q2 | $4.59M | Buy |
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|
2018
Q1 | $645K | Buy |
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|
2017
Q4 | $646K | Buy |
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|
2017
Q3 | $527K | Sell |
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|
2017
Q2 | $769K | Buy |
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|
2017
Q1 | $3K | Buy |
|