Carson Wealth (CWM LLC)’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Hold |
1,952
| – | – | ﹤0.01% | 2346 |
|
|
2025
Q1 | $160K | Sell |
1,952
-1,525
| -44% | -$125K | ﹤0.01% | 2071 |
|
|
2024
Q4 | $275K | Buy |
3,477
+1,525
| +78% | +$121K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $159K | Hold |
1,952
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q2 | $146K | Sell |
1,952
-86
| -4% | -$6.43K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $156K | Sell |
2,038
-25
| -1% | -$1.91K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $145K | Hold |
2,063
| – | – | ﹤0.01% | 1564 |
|
|
2023
Q3 | $135K | Hold |
2,063
| – | – | ﹤0.01% | 1472 |
|
|
2023
Q2 | $139K | Hold |
2,063
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q1 | $134K | Buy |
2,063
+298
| +17% | +$19.4K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $115K | Sell |
1,765
-496
| -22% | -$32.3K | ﹤0.01% | 1317 |
|
|
2022
Q3 | $130K | Sell |
2,261
-5,800
| -72% | -$333K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $498K | Buy |
8,061
+5,751
| +249% | +$355K | ﹤0.01% | 734 |
|
|
2022
Q1 | $161K | Hold |
2,310
| – | – | ﹤0.01% | 1125 |
|
|
2021
Q4 | $162K | Buy |
+2,310
| New | +$162K | ﹤0.01% | 1105 |
|
|
2021
Q2 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q1 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q4 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q3 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q2 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q1 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q4 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q3 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q2 | $119K | Hold |
1,789
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q1 | $119K | Buy |
1,789
+1,703
| +1,980% | +$113K | ﹤0.01% | 1071 |
|
|
2018
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 1589 |
|
|
2018
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 1344 |
|
|
2018
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 1241 |
|
|
2018
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 1051 |
|
|
2017
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q3 | $4K | Hold |
86
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 914 |
|
|
2017
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 899 |
|
|
2016
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 878 |
|
|
2016
Q3 | $4K | Hold |
86
| – | – | ﹤0.01% | 844 |
|
|
2016
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 654 |
|
|
2016
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 622 |
|
|
2015
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 550 |
|
|
2015
Q3 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 550 |
|