Carson Wealth (CWM LLC)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
9,890
-246
| -2% | -$60.6K | 0.01% | 881 |
|
|
2025
Q1 | $2.14M | Buy |
10,136
+114
| +1% | +$24K | 0.01% | 808 |
|
|
2024
Q4 | $2.36M | Buy |
10,022
+5,858
| +141% | +$1.38M | 0.01% | 722 |
|
|
2024
Q3 | $916K | Sell |
4,164
-231
| -5% | -$50.8K | ﹤0.01% | 1085 |
|
|
2024
Q2 | $943K | Sell |
4,395
-939
| -18% | -$201K | ﹤0.01% | 929 |
|
|
2024
Q1 | $1.04M | Buy |
5,334
+655
| +14% | +$128K | 0.01% | 835 |
|
|
2023
Q4 | $820K | Buy |
4,679
+584
| +14% | +$102K | ﹤0.01% | 886 |
|
|
2023
Q3 | $630K | Buy |
4,095
+37
| +0.9% | +$5.69K | ﹤0.01% | 905 |
|
|
2023
Q2 | $643K | Buy |
4,058
+6
| +0.1% | +$951 | ﹤0.01% | 861 |
|
|
2023
Q1 | $563K | Buy |
4,052
+175
| +5% | +$24.3K | ﹤0.01% | 855 |
|
|
2022
Q4 | $467K | Buy |
3,877
+8
| +0.2% | +$964 | ﹤0.01% | 832 |
|
|
2022
Q3 | $462K | Buy |
3,869
+543
| +16% | +$64.8K | ﹤0.01% | 768 |
|
|
2022
Q2 | $417K | Sell |
3,326
-305
| -8% | -$38.2K | ﹤0.01% | 785 |
|
|
2022
Q1 | $577K | Sell |
3,631
-42
| -1% | -$6.67K | ﹤0.01% | 684 |
|
|
2021
Q4 | $637K | Buy |
+3,673
| New | +$637K | ﹤0.01% | 666 |
|
|
2021
Q2 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2021
Q1 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2020
Q4 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2020
Q3 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2020
Q2 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2020
Q1 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2019
Q4 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2019
Q3 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2019
Q2 | $534K | Hold |
3,548
| – | – | ﹤0.01% | 663 |
|
|
2019
Q1 | $534K | Sell |
3,548
-3,487
| -50% | -$525K | ﹤0.01% | 663 |
|
|
2018
Q4 | $505K | Buy |
7,035
+4,490
| +176% | +$322K | 0.01% | 454 |
|
|
2018
Q3 | $217K | Buy |
2,545
+2,438
| +2,279% | +$208K | 0.01% | 503 |
|
|
2018
Q2 | $8K | Buy |
107
+22
| +26% | +$1.65K | ﹤0.01% | 1065 |
|
|
2018
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 971 |
|
|
2017
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 884 |
|
|
2017
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 866 |
|
|
2016
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 850 |
|
|
2016
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 826 |
|
|
2016
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 625 |
|
|
2016
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 593 |
|
|
2015
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 517 |
|
|
2015
Q3 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 522 |
|