Carson Wealth (CWM LLC)’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $888K | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $794K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $247K | Hold |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $247K | Hold |
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|
2019
Q4 | $247K | Hold |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $247K | Buy |
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|
2018
Q4 | $39K | Sell |
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|
2018
Q3 | $4.65M | Buy |
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|
2018
Q2 | $4.43M | Buy |
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|
2018
Q1 | $4.33M | Sell |
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|
2017
Q4 | $4.42M | Buy |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $5K | Sell |
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|
2017
Q1 | $5.46M | Sell |
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|
2016
Q4 | $8.19M | Buy |
|