Carson Wealth (CWM LLC)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $906M | Buy |
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|
2025
Q2 | $763M | Sell |
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|
2025
Q1 | $1.01B | Sell |
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|
2024
Q4 | $1.14B | Sell |
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|
2024
Q3 | $1.16B | Sell |
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|
2024
Q2 | $1.21B | Sell |
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|
2024
Q1 | $1.37B | Sell |
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|
2023
Q4 | $1.58B | Buy |
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|
2023
Q3 | $1.37B | Buy |
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|
2023
Q2 | $1.22B | Sell |
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|
2023
Q1 | $1.14B | Sell |
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|
2022
Q4 | $1.11B | Sell |
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|
2022
Q3 | $1.07B | Buy |
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|
2022
Q2 | $1.11B | Buy |
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|
2022
Q1 | $1.25B | Buy |
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|
2021
Q4 | $938M | Buy |
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|
2021
Q2 | $728M | Hold |
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|
2021
Q1 | $728M | Hold |
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|
2020
Q4 | $728M | Hold |
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|
2020
Q3 | $728M | Hold |
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|
2020
Q2 | $728M | Hold |
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|
2020
Q1 | $728M | Hold |
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|
2019
Q4 | $728M | Hold |
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|
2019
Q3 | $728M | Hold |
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|
2019
Q2 | $728M | Hold |
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|
2019
Q1 | $728M | Buy |
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|
2018
Q4 | $255M | Buy |
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|
2018
Q3 | $234M | Buy |
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|
2018
Q2 | $183M | Buy |
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|
2018
Q1 | $159M | Sell |
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|
2017
Q4 | $165M | Sell |
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|
2017
Q3 | $192M | Buy |
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|
2017
Q2 | $144M | Buy |
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|
2017
Q1 | $137M | Buy |
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|
2016
Q4 | $103M | Buy |
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|
2016
Q3 | $65.9M | Buy |
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|
2016
Q2 | $46.1M | Buy |
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|
2016
Q1 | $18.8M | Buy |
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|
2015
Q4 | $2.23M | Buy |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $320K | Sell |
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|
2014
Q3 | $748K | Sell |
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|
2014
Q2 | $780K | Buy |
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|
2014
Q1 | $614K | Sell |
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|
2013
Q4 | $2.23M | Sell |
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|
2013
Q3 | $3.33M | Buy |
|