Carson Wealth (CWM LLC)’s iShares Global Healthcare ETF IXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
10,314
+157
| +2% | +$13.5K | ﹤0.01% | 1303 |
|
|
2025
Q1 | $926K | Buy |
10,157
+255
| +3% | +$23.2K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $851K | Buy |
9,902
+2,625
| +36% | +$226K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $714K | Buy |
7,277
+52
| +0.7% | +$5.1K | ﹤0.01% | 1179 |
|
|
2024
Q2 | $671K | Hold |
7,225
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q1 | $673K | Hold |
7,225
| – | – | ﹤0.01% | 1014 |
|
|
2023
Q4 | $627K | Sell |
7,225
-77
| -1% | -$6.68K | ﹤0.01% | 978 |
|
|
2023
Q3 | $602K | Sell |
7,302
-124
| -2% | -$10.2K | ﹤0.01% | 921 |
|
|
2023
Q2 | $631K | Sell |
7,426
-259
| -3% | -$22K | ﹤0.01% | 867 |
|
|
2023
Q1 | $641K | Sell |
7,685
-416
| -5% | -$34.7K | ﹤0.01% | 812 |
|
|
2022
Q4 | $688K | Hold |
8,101
| – | – | 0.01% | 709 |
|
|
2022
Q3 | $610K | Buy |
8,101
+439
| +6% | +$33.1K | ﹤0.01% | 691 |
|
|
2022
Q2 | $622K | Buy |
7,662
+324
| +4% | +$26.3K | ﹤0.01% | 680 |
|
|
2022
Q1 | $643K | Hold |
7,338
| – | – | ﹤0.01% | 655 |
|
|
2021
Q4 | $663K | Buy |
+7,338
| New | +$663K | ﹤0.01% | 659 |
|
|
2021
Q2 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2021
Q1 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2020
Q4 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2020
Q2 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2020
Q1 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2019
Q4 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2019
Q3 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2019
Q2 | $610K | Hold |
7,338
| – | – | ﹤0.01% | 643 |
|
|
2019
Q1 | $610K | Sell |
7,338
-8,134
| -53% | -$676K | ﹤0.01% | 643 |
|
|
2018
Q4 | $876K | Buy |
15,472
+14,632
| +1,742% | +$828K | 0.02% | 381 |
|
|
2018
Q3 | $53K | Hold |
840
| – | – | ﹤0.01% | 733 |
|
|
2018
Q2 | $47K | Sell |
840
-50
| -6% | -$2.8K | ﹤0.01% | 639 |
|
|
2018
Q1 | $50K | Hold |
890
| – | – | ﹤0.01% | 553 |
|
|
2017
Q4 | $50K | Hold |
890
| – | – | ﹤0.01% | 533 |
|
|
2017
Q3 | $50K | Hold |
890
| – | – | ﹤0.01% | 526 |
|
|
2017
Q2 | $49K | Hold |
890
| – | – | ﹤0.01% | 482 |
|
|
2017
Q1 | $46K | Buy |
890
+50
| +6% | +$2.58K | ﹤0.01% | 472 |
|
|
2016
Q4 | $40K | Hold |
840
| – | – | ﹤0.01% | 481 |
|
|
2016
Q3 | $42K | Hold |
840
| – | – | ﹤0.01% | 436 |
|
|
2016
Q2 | $42K | Buy |
840
+200
| +31% | +$10K | ﹤0.01% | 387 |
|
|
2016
Q1 | $31K | Buy |
+640
| New | +$31K | ﹤0.01% | 396 |
|