Carson Wealth (CWM LLC)’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
47,050
-73,808
| -61% | -$25.1M | 0.06% | 291 |
|
|
2025
Q1 | $37.1M | Buy |
120,858
+77,547
| +179% | +$23.8M | 0.15% | 133 |
|
|
2024
Q4 | $14M | Sell |
43,311
-7,861
| -15% | -$2.53M | 0.06% | 257 |
|
|
2024
Q3 | $16.1M | Buy |
51,172
+2,166
| +4% | +$681K | 0.07% | 235 |
|
|
2024
Q2 | $14.6M | Sell |
49,006
-1,603
| -3% | -$477K | 0.07% | 241 |
|
|
2024
Q1 | $14.6M | Buy |
50,609
+2,310
| +5% | +$665K | 0.07% | 239 |
|
|
2023
Q4 | $12.7M | Buy |
48,299
+23,902
| +98% | +$6.27M | 0.07% | 242 |
|
|
2023
Q3 | $5.73M | Buy |
24,397
+11,148
| +84% | +$2.62M | 0.04% | 339 |
|
|
2023
Q2 | $3.23M | Buy |
13,249
+950
| +8% | +$232K | 0.02% | 431 |
|
|
2023
Q1 | $2.77M | Sell |
12,299
-395
| -3% | -$89K | 0.02% | 430 |
|
|
2022
Q4 | $2.67M | Buy |
12,694
+1,421
| +13% | +$299K | 0.02% | 406 |
|
|
2022
Q3 | $2.23M | Sell |
11,273
-28
| -0.2% | -$5.53K | 0.02% | 403 |
|
|
2022
Q2 | $2.35M | Buy |
11,301
+106
| +0.9% | +$22K | 0.02% | 391 |
|
|
2022
Q1 | $2.8M | Sell |
11,195
-313
| -3% | -$78.3K | 0.02% | 365 |
|
|
2021
Q4 | $3.04M | Buy |
+11,508
| New | +$3.04M | 0.02% | 360 |
|
|
2021
Q2 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2021
Q1 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2020
Q4 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2020
Q3 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2020
Q2 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2020
Q1 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2019
Q4 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2019
Q3 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2019
Q2 | $2.36M | Hold |
9,731
| – | – | 0.02% | 384 |
|
|
2019
Q1 | $2.36M | Buy |
9,731
+8,217
| +543% | +$1.99M | 0.02% | 384 |
|
|
2018
Q4 | $210K | Buy |
1,514
+140
| +10% | +$19.4K | 0.01% | 590 |
|
|
2018
Q3 | $222K | Buy |
1,374
+379
| +38% | +$61.2K | 0.01% | 499 |
|
|
2018
Q2 | $151K | Sell |
995
-65
| -6% | -$9.86K | 0.01% | 461 |
|
|
2018
Q1 | $156K | Hold |
1,060
| – | – | 0.01% | 391 |
|
|
2017
Q4 | $158K | Hold |
1,060
| – | – | 0.01% | 371 |
|
|
2017
Q3 | $148K | Hold |
1,060
| – | – | 0.01% | 358 |
|
|
2017
Q2 | $143K | Hold |
1,060
| – | – | 0.01% | 344 |
|
|
2017
Q1 | $139K | Buy |
1,060
+172
| +19% | +$22.6K | 0.01% | 327 |
|
|
2016
Q4 | $111K | Buy |
888
+450
| +103% | +$56.3K | 0.01% | 335 |
|
|
2016
Q3 | $53K | Sell |
438
-825
| -65% | -$99.8K | ﹤0.01% | 412 |
|
|
2016
Q2 | $148K | Buy |
1,263
+957
| +313% | +$112K | 0.01% | 264 |
|
|
2016
Q1 | $35K | Sell |
306
-2,001
| -87% | -$229K | ﹤0.01% | 379 |
|
|
2015
Q4 | $261K | Sell |
2,307
-8,176
| -78% | -$925K | 0.03% | 209 |
|
|
2015
Q3 | $1.12M | Buy |
+10,483
| New | +$1.12M | 0.11% | 136 |
|