Carson Wealth (CWM LLC)’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $892K | Sell |
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|
2025
Q2 | $888K | Buy |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $714K | Buy |
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $631K | Sell |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $688K | Hold |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $643K | Hold |
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|
2021
Q4 | $663K | Buy |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $610K | Hold |
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|
2020
Q4 | $610K | Hold |
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|
2020
Q3 | $610K | Hold |
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|
2020
Q2 | $610K | Hold |
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|
2020
Q1 | $610K | Hold |
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|
2019
Q4 | $610K | Hold |
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|
2019
Q3 | $610K | Hold |
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|
2019
Q2 | $610K | Hold |
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|
2019
Q1 | $610K | Sell |
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|
2018
Q4 | $876K | Buy |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $47K | Sell |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $50K | Hold |
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|
2017
Q3 | $50K | Hold |
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|
2017
Q2 | $49K | Hold |
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|
2017
Q1 | $46K | Buy |
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|
2016
Q4 | $40K | Hold |
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|
2016
Q3 | $42K | Hold |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $31K | Buy |
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