Carson Wealth (CWM LLC)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
15,979
-420
| -3% | -$120K | 0.02% | 619 |
|
|
2025
Q1 | $4.19M | Sell |
16,399
-61
| -0.4% | -$15.6K | 0.02% | 579 |
|
|
2024
Q4 | $4.74M | Buy |
16,460
+90
| +0.5% | +$25.9K | 0.02% | 487 |
|
|
2024
Q3 | $4.65M | Sell |
16,370
-146
| -0.9% | -$41.5K | 0.02% | 458 |
|
|
2024
Q2 | $4.34M | Sell |
16,516
-121
| -0.7% | -$31.8K | 0.02% | 448 |
|
|
2024
Q1 | $4.51M | Buy |
16,637
+1,829
| +12% | +$495K | 0.02% | 439 |
|
|
2023
Q4 | $3.74M | Sell |
14,808
-7,029
| -32% | -$1.77M | 0.02% | 449 |
|
|
2023
Q3 | $4.9M | Buy |
21,837
+6,062
| +38% | +$1.36M | 0.03% | 366 |
|
|
2023
Q2 | $3.83M | Buy |
15,775
+3,421
| +28% | +$830K | 0.02% | 394 |
|
|
2023
Q1 | $2.8M | Sell |
12,354
-165
| -1% | -$37.4K | 0.02% | 428 |
|
|
2022
Q4 | $2.69M | Sell |
12,519
-592
| -5% | -$127K | 0.02% | 405 |
|
|
2022
Q3 | $2.71M | Sell |
13,111
-2
| -0% | -$413 | 0.02% | 375 |
|
|
2022
Q2 | $2.71M | Sell |
13,113
-1,837
| -12% | -$379K | 0.02% | 370 |
|
|
2022
Q1 | $3.82M | Buy |
14,950
+248
| +2% | +$63.4K | 0.03% | 330 |
|
|
2021
Q4 | $4.31M | Buy |
+14,702
| New | +$4.31M | 0.03% | 314 |
|
|
2021
Q2 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2021
Q1 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2020
Q4 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2020
Q3 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2020
Q2 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2020
Q1 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2019
Q4 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2019
Q3 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2019
Q2 | $4.15M | Hold |
13,327
| – | – | 0.03% | 303 |
|
|
2019
Q1 | $4.15M | Sell |
13,327
-6,700
| -33% | -$2.09M | 0.03% | 303 |
|
|
2018
Q4 | $3.36M | Sell |
20,027
-5,318
| -21% | -$893K | 0.08% | 204 |
|
|
2018
Q3 | $5.45M | Buy |
25,345
+19,584
| +340% | +$4.21M | 0.14% | 150 |
|
|
2018
Q2 | $1.18M | Buy |
5,761
+5,215
| +955% | +$1.07M | 0.04% | 258 |
|
|
2018
Q1 | $104K | Hold |
546
| – | – | ﹤0.01% | 433 |
|
|
2017
Q4 | $102K | Hold |
546
| – | – | ﹤0.01% | 427 |
|
|
2017
Q3 | $98K | Hold |
546
| – | – | ﹤0.01% | 418 |
|
|
2017
Q2 | $92K | Sell |
546
-504
| -48% | -$84.9K | ﹤0.01% | 391 |
|
|
2017
Q1 | $170K | Buy |
1,050
+374
| +55% | +$60.6K | 0.01% | 307 |
|
|
2016
Q4 | $104K | Sell |
676
-30
| -4% | -$4.62K | 0.01% | 343 |
|
|
2016
Q3 | $105K | Buy |
706
+560
| +384% | +$83.3K | 0.01% | 329 |
|
|
2016
Q2 | $20K | Sell |
146
-21
| -13% | -$2.88K | ﹤0.01% | 468 |
|
|
2016
Q1 | $22K | Sell |
167
-579
| -78% | -$76.3K | ﹤0.01% | 430 |
|
|
2015
Q4 | $104K | Buy |
746
+130
| +21% | +$18.1K | 0.01% | 258 |
|
|
2015
Q3 | $83K | Buy |
+616
| New | +$83K | 0.01% | 249 |
|