Carson Wealth (CWM LLC)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
75,168
-8,241
| -10% | -$1.78M | 0.06% | 287 |
|
|
2025
Q1 | $16.6M | Sell |
83,409
-46,110
| -36% | -$9.2M | 0.07% | 250 |
|
|
2024
Q4 | $28.6M | Sell |
129,519
-73,461
| -36% | -$16.2M | 0.12% | 152 |
|
|
2024
Q3 | $44.8M | Buy |
202,980
+4,154
| +2% | +$918K | 0.19% | 102 |
|
|
2024
Q2 | $40.3M | Buy |
198,826
+7,424
| +4% | +$1.51M | 0.19% | 108 |
|
|
2024
Q1 | $40.3M | Buy |
191,402
+55,844
| +41% | +$11.7M | 0.2% | 102 |
|
|
2023
Q4 | $27.2M | Buy |
135,558
+57,238
| +73% | +$11.5M | 0.15% | 140 |
|
|
2023
Q3 | $13.8M | Buy |
78,320
+25,090
| +47% | +$4.43M | 0.08% | 196 |
|
|
2023
Q2 | $9.97M | Buy |
53,230
+34,978
| +192% | +$6.55M | 0.06% | 233 |
|
|
2023
Q1 | $3.26M | Buy |
18,252
+1,668
| +10% | +$298K | 0.02% | 403 |
|
|
2022
Q4 | $2.89M | Buy |
16,584
+223
| +1% | +$38.9K | 0.02% | 389 |
|
|
2022
Q3 | $2.7M | Buy |
16,361
+1,725
| +12% | +$284K | 0.02% | 377 |
|
|
2022
Q2 | $2.48M | Sell |
14,636
-3,563
| -20% | -$603K | 0.02% | 383 |
|
|
2022
Q1 | $3.74M | Sell |
18,199
-22,545
| -55% | -$4.63M | 0.03% | 334 |
|
|
2021
Q4 | $9.06M | Buy |
+40,744
| New | +$9.06M | 0.06% | 222 |
|
|
2021
Q2 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2021
Q1 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2020
Q4 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2020
Q3 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2020
Q2 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2020
Q1 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2019
Q4 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2019
Q3 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2019
Q2 | $11.3M | Hold |
49,247
| – | – | 0.09% | 189 |
|
|
2019
Q1 | $11.3M | Buy |
49,247
+27,684
| +128% | +$6.35M | 0.09% | 189 |
|
|
2018
Q4 | $2.89M | Buy |
21,563
+11,583
| +116% | +$1.55M | 0.07% | 231 |
|
|
2018
Q3 | $1.68M | Buy |
9,980
+3,824
| +62% | +$644K | 0.04% | 267 |
|
|
2018
Q2 | $1.01M | Buy |
6,156
+2,336
| +61% | +$383K | 0.03% | 273 |
|
|
2018
Q1 | $580K | Sell |
3,820
-11,788
| -76% | -$1.79M | 0.02% | 269 |
|
|
2017
Q4 | $2.38M | Buy |
15,608
+11,532
| +283% | +$1.76M | 0.11% | 150 |
|
|
2017
Q3 | $604K | Buy |
4,076
+1,196
| +42% | +$177K | 0.03% | 236 |
|
|
2017
Q2 | $406K | Sell |
2,880
-98,315
| -97% | -$13.9M | 0.02% | 253 |
|
|
2017
Q1 | $13.9M | Sell |
101,195
-131,136
| -56% | -$18M | 0.79% | 36 |
|
|
2016
Q4 | $31.3M | Buy |
232,331
+228,749
| +6,386% | +$30.8M | 1.92% | 4 |
|
|
2016
Q3 | $445K | Buy |
3,582
+1,726
| +93% | +$214K | 0.03% | 207 |
|
|
2016
Q2 | $213K | Buy |
1,856
+610
| +49% | +$70K | 0.02% | 237 |
|
|
2016
Q1 | $138K | Sell |
1,246
-9,186
| -88% | -$1.02M | 0.01% | 249 |
|
|
2015
Q4 | $1.18M | Sell |
10,432
-3,369
| -24% | -$379K | 0.11% | 141 |
|
|
2015
Q3 | $1.51M | Buy |
13,801
+3,562
| +35% | +$389K | 0.15% | 130 |
|
|
2015
Q2 | $1.28M | Buy |
10,239
+1,460
| +17% | +$182K | 0.12% | 128 |
|
|
2015
Q1 | $1.09M | Buy |
8,779
+5,858
| +201% | +$729K | 0.11% | 130 |
|
|
2014
Q4 | $349K | Buy |
+2,921
| New | +$349K | 0.04% | 149 |
|