Carson Wealth (CWM LLC)’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
6,735
+6,734
| +673,400% | +$1.03M | ﹤0.01% | 1230 |
|
|
2025
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5117 |
|
|
2019
Q1 | – | Sell |
-62
| Closed | -$4K | – | 3075 |
|
|
2018
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 1588 |
|
|
2018
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q1 | $4K | Hold |
62
| – | – | ﹤0.01% | 1050 |
|
|
2017
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 1139 |
|
|
2017
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 958 |
|
|
2017
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 941 |
|
|
2016
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 925 |
|
|
2016
Q3 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 880 |
|