Carson Wealth (CWM LLC)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.5M | Buy |
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|
2025
Q2 | $35.6M | Buy |
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|
2025
Q1 | $28.6M | Buy |
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|
2024
Q4 | $31.7M | Buy |
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|
2024
Q3 | $26.9M | Sell |
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|
2024
Q2 | $26.8M | Sell |
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|
2024
Q1 | $29.7M | Buy |
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|
2023
Q4 | $23.6M | Buy |
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|
2023
Q3 | $17.4M | Sell |
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|
2023
Q2 | $18.2M | Buy |
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|
2023
Q1 | $7.66M | Sell |
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|
2022
Q4 | $6.82M | Buy |
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|
2022
Q3 | $6.54M | Buy |
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|
2022
Q2 | $6.32M | Buy |
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|
2022
Q1 | $7.7M | Buy |
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|
2021
Q4 | $7.91M | Buy |
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|
2021
Q2 | $6.71M | Hold |
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|
2021
Q1 | $6.71M | Hold |
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|
2020
Q4 | $6.71M | Hold |
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|
2020
Q3 | $6.71M | Hold |
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|
2020
Q2 | $6.71M | Hold |
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|
2020
Q1 | $6.71M | Hold |
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|
2019
Q4 | $6.71M | Hold |
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|
2019
Q3 | $6.71M | Hold |
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|
2019
Q2 | $6.71M | Hold |
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|
2019
Q1 | $6.71M | Buy |
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|
2018
Q4 | $995K | Buy |
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|
2018
Q3 | $860K | Buy |
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|
2018
Q2 | $678K | Buy |
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|
2018
Q1 | $401K | Buy |
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|
2017
Q4 | $383K | Buy |
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|
2017
Q3 | $349K | Buy |
|
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $696K | Buy |
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|
2016
Q4 | $281K | Sell |
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|
2016
Q3 | $534K | Buy |
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|
2016
Q2 | $510K | Buy |
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|
2016
Q1 | $27K | Buy |
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|
2015
Q4 | $10K | Buy |
|