Carson Wealth (CWM LLC)’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Sell |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $169K | Sell |
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|
2024
Q2 | $181K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $165K | Sell |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $120M | Buy |
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|
2021
Q2 | $124M | Hold |
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|
2021
Q1 | $124M | Hold |
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|
2020
Q4 | $124M | Hold |
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|
2020
Q3 | $124M | Hold |
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|
2020
Q2 | $124M | Hold |
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|
2020
Q1 | $124M | Hold |
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|
2019
Q4 | $124M | Hold |
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|
2019
Q3 | $124M | Hold |
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|
2019
Q2 | $124M | Hold |
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|
2019
Q1 | $124M | Buy |
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|
2018
Q4 | $212K | Buy |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $1K | Buy |
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