Carson Wealth (CWM LLC)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6M | Buy |
83,867
+4,735
| +6% | +$2.01M | 0.13% | 147 |
|
|
2025
Q1 | $28.6M | Buy |
79,132
+221
| +0.3% | +$79.8K | 0.11% | 167 |
|
|
2024
Q4 | $31.7M | Buy |
78,911
+7,271
| +10% | +$2.92M | 0.13% | 138 |
|
|
2024
Q3 | $26.9M | Sell |
71,640
-1,818
| -2% | -$682K | 0.12% | 161 |
|
|
2024
Q2 | $26.8M | Sell |
73,458
-14,805
| -17% | -$5.4M | 0.13% | 150 |
|
|
2024
Q1 | $29.7M | Buy |
88,263
+10,555
| +14% | +$3.56M | 0.14% | 144 |
|
|
2023
Q4 | $23.6M | Buy |
77,708
+12,106
| +18% | +$3.67M | 0.13% | 160 |
|
|
2023
Q3 | $17.4M | Sell |
65,602
-517
| -0.8% | -$138K | 0.11% | 175 |
|
|
2023
Q2 | $18.2M | Buy |
66,119
+34,790
| +111% | +$9.57M | 0.11% | 167 |
|
|
2023
Q1 | $7.66M | Sell |
31,329
-520
| -2% | -$127K | 0.05% | 256 |
|
|
2022
Q4 | $6.82M | Buy |
31,849
+753
| +2% | +$161K | 0.05% | 255 |
|
|
2022
Q3 | $6.54M | Buy |
31,096
+2,210
| +8% | +$465K | 0.05% | 243 |
|
|
2022
Q2 | $6.32M | Buy |
28,886
+1,147
| +4% | +$251K | 0.05% | 257 |
|
|
2022
Q1 | $7.7M | Buy |
27,739
+1,852
| +7% | +$514K | 0.05% | 241 |
|
|
2021
Q4 | $7.91M | Buy |
+25,887
| New | +$7.91M | 0.06% | 244 |
|
|
2021
Q2 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2021
Q1 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2020
Q4 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2020
Q3 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2020
Q2 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2020
Q1 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2019
Q4 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2019
Q3 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2019
Q2 | $6.71M | Hold |
24,718
| – | – | 0.05% | 249 |
|
|
2019
Q1 | $6.71M | Buy |
24,718
+17,117
| +225% | +$4.65M | 0.05% | 249 |
|
|
2018
Q4 | $995K | Buy |
7,601
+2,088
| +38% | +$273K | 0.02% | 375 |
|
|
2018
Q3 | $860K | Buy |
5,513
+801
| +17% | +$125K | 0.02% | 329 |
|
|
2018
Q2 | $678K | Buy |
4,712
+1,766
| +60% | +$254K | 0.02% | 308 |
|
|
2018
Q1 | $401K | Buy |
2,946
+100
| +4% | +$13.6K | 0.02% | 302 |
|
|
2017
Q4 | $383K | Buy |
2,846
+54
| +2% | +$7.27K | 0.02% | 286 |
|
|
2017
Q3 | $349K | Buy |
2,792
+966
| +53% | +$121K | 0.02% | 281 |
|
|
2017
Q2 | $217K | Sell |
1,826
-4,294
| -70% | -$510K | 0.01% | 299 |
|
|
2017
Q1 | $696K | Buy |
6,120
+3,440
| +128% | +$391K | 0.04% | 208 |
|
|
2016
Q4 | $281K | Sell |
2,680
-2,444
| -48% | -$256K | 0.02% | 248 |
|
|
2016
Q3 | $534K | Buy |
5,124
+40
| +0.8% | +$4.17K | 0.04% | 202 |
|
|
2016
Q2 | $510K | Buy |
5,084
+4,818
| +1,811% | +$483K | 0.04% | 197 |
|
|
2016
Q1 | $27K | Buy |
266
+168
| +171% | +$17.1K | ﹤0.01% | 409 |
|
|
2015
Q4 | $10K | Buy |
+98
| New | +$10K | ﹤0.01% | 467 |
|