Carson Wealth (CWM LLC)’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Hold |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Buy |
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