Carson Wealth (CWM LLC)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.4M | Sell |
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|
2025
Q2 | $16M | Sell |
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|
2025
Q1 | $37.1M | Buy |
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|
2024
Q4 | $14M | Sell |
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|
2024
Q3 | $16.1M | Buy |
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|
2024
Q2 | $14.6M | Sell |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $5.73M | Buy |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $2.77M | Sell |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.8M | Sell |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q2 | $2.36M | Hold |
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|
2021
Q1 | $2.36M | Hold |
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|
2020
Q4 | $2.36M | Hold |
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|
2020
Q3 | $2.36M | Hold |
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|
2020
Q2 | $2.36M | Hold |
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|
2020
Q1 | $2.36M | Hold |
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|
2019
Q4 | $2.36M | Hold |
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|
2019
Q3 | $2.36M | Hold |
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|
2019
Q2 | $2.36M | Hold |
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|
2019
Q1 | $2.36M | Buy |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $151K | Sell |
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|
2018
Q1 | $156K | Hold |
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|
2017
Q4 | $158K | Hold |
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|
2017
Q3 | $148K | Hold |
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|
2017
Q2 | $143K | Hold |
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|
2017
Q1 | $139K | Buy |
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|
2016
Q4 | $111K | Buy |
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|
2016
Q3 | $53K | Sell |
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|
2016
Q2 | $148K | Buy |
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|
2016
Q1 | $35K | Sell |
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|
2015
Q4 | $261K | Sell |
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|
2015
Q3 | $1.12M | Buy |
|