Carson Wealth (CWM LLC)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $579M | Sell |
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|
2025
Q2 | $577M | Sell |
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|
2025
Q1 | $499M | Sell |
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|
2024
Q4 | $546M | Sell |
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|
2024
Q3 | $547M | Sell |
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|
2024
Q2 | $556M | Buy |
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|
2024
Q1 | $373M | Buy |
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|
2023
Q4 | $211M | Buy |
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|
2023
Q3 | $164M | Buy |
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|
2023
Q2 | $91.1M | Buy |
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|
2023
Q1 | $81.7M | Sell |
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|
2022
Q4 | $76.2M | Buy |
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|
2022
Q3 | $74.5M | Buy |
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|
2022
Q2 | $76.9M | Sell |
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|
2022
Q1 | $108M | Buy |
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|
2021
Q4 | $114M | Buy |
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|
2021
Q2 | $93.6M | Hold |
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|
2021
Q1 | $93.6M | Hold |
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|
2020
Q4 | $93.6M | Sell |
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|
2020
Q3 | $93.6M | Hold |
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|
2020
Q2 | $93.6M | Hold |
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|
2020
Q1 | $93.6M | Hold |
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|
2019
Q4 | $93.6M | Hold |
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|
2019
Q3 | $93.6M | Hold |
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|
2019
Q2 | $93.6M | Hold |
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|
2019
Q1 | $93.6M | Buy |
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|
2018
Q4 | $28.5M | Buy |
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|
2018
Q3 | $26.2M | Buy |
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|
2018
Q2 | $16.2M | Buy |
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|
2018
Q1 | $12.5M | Sell |
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|
2017
Q4 | $13.1M | Buy |
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|
2017
Q3 | $11.1M | Buy |
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|
2017
Q2 | $10.1M | Buy |
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|
2017
Q1 | $7.13M | Buy |
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|
2016
Q4 | $3.76M | Buy |
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|
2016
Q3 | $1.6M | Buy |
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|
2016
Q2 | $124K | Sell |
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|
2016
Q1 | $139K | Sell |
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|
2015
Q4 | $140K | Buy |
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|
2015
Q3 | $10K | Buy |
|