Carson Wealth (CWM LLC)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14M | Buy |
|
|||||
|
2025
Q2 | $12.5M | Buy |
|
|||||
|
2025
Q1 | $12.1M | Buy |
|
|||||
|
2024
Q4 | $11.9M | Sell |
|
|||||
|
2024
Q3 | $12.3M | Buy |
|
|||||
|
2024
Q2 | $9.45M | Sell |
|
|||||
|
2024
Q1 | $13.5M | Buy |
|
|||||
|
2023
Q4 | $9.7M | Buy |
|
|||||
|
2023
Q3 | $7.23M | Buy |
|
|||||
|
2023
Q2 | $6.28M | Buy |
|
|||||
|
2023
Q1 | $3.57M | Sell |
|
|||||
|
2022
Q4 | $3.87M | Buy |
|
|||||
|
2022
Q3 | $3.42M | Sell |
|
|||||
|
2022
Q2 | $3.69M | Buy |
|
|||||
|
2022
Q1 | $3.47M | Buy |
|
|||||
|
2021
Q4 | $3.37M | Buy |
|
|||||
|
2021
Q2 | $2.84M | Hold |
|
|||||
|
2021
Q1 | $2.84M | Hold |
|
|||||
|
2020
Q4 | $2.84M | Hold |
|
|||||
|
2020
Q3 | $2.84M | Hold |
|
|||||
|
2020
Q2 | $2.84M | Hold |
|
|||||
|
2020
Q1 | $2.84M | Hold |
|
|||||
|
2019
Q4 | $2.84M | Hold |
|
|||||
|
2019
Q3 | $2.84M | Hold |
|
|||||
|
2019
Q2 | $2.84M | Hold |
|
|||||
|
2019
Q1 | $2.84M | Sell |
|
|||||
|
2018
Q4 | $4.88M | Buy |
|
|||||
|
2018
Q3 | $1.48M | Sell |
|
|||||
|
2018
Q2 | $1.44M | Buy |
|
|||||
|
2018
Q1 | $235K | Sell |
|
|||||
|
2017
Q4 | $244K | Buy |
|
|||||
|
2017
Q3 | $207K | Sell |
|
|||||
|
2017
Q2 | $275K | Sell |
|
|||||
|
2017
Q1 | $319K | Sell |
|
|||||
|
2016
Q4 | $477K | Sell |
|
|||||
|
2016
Q3 | $743K | Buy |
|
|||||
|
2016
Q2 | $650K | Buy |
|
|||||
|
2016
Q1 | $98K | Buy |
|
|||||
|
2015
Q4 | $87K | Buy |
|