Carson Wealth (CWM LLC)’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
8,912
+39
| +0.4% | +$4.72K | ﹤0.01% | 1212 |
|
|
2025
Q1 | $1M | Buy |
8,873
+1,691
| +24% | +$191K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $794K | Buy |
7,182
+3,463
| +93% | +$383K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $386K | Buy |
3,719
+34
| +0.9% | +$3.53K | ﹤0.01% | 1425 |
|
|
2024
Q2 | $348K | Sell |
3,685
-345
| -9% | -$32.6K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $385K | Buy |
4,030
+192
| +5% | +$18.3K | ﹤0.01% | 1224 |
|
|
2023
Q4 | $328K | Buy |
3,838
+40
| +1% | +$3.42K | ﹤0.01% | 1217 |
|
|
2023
Q3 | $284K | Buy |
3,798
+339
| +10% | +$25.3K | ﹤0.01% | 1174 |
|
|
2023
Q2 | $258K | Hold |
3,459
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q1 | $246K | Sell |
3,459
-575
| -14% | -$40.9K | ﹤0.01% | 1120 |
|
|
2022
Q4 | $304K | Hold |
4,034
| – | – | ﹤0.01% | 947 |
|
|
2022
Q3 | $272K | Sell |
4,034
-18
| -0.4% | -$1.21K | ﹤0.01% | 940 |
|
|
2022
Q2 | $284K | Sell |
4,052
-158
| -4% | -$11.1K | ﹤0.01% | 903 |
|
|
2022
Q1 | $356K | Hold |
4,210
| – | – | ﹤0.01% | 823 |
|
|
2021
Q4 | $365K | Buy |
+4,210
| New | +$365K | ﹤0.01% | 812 |
|
|
2021
Q2 | $247K | Hold |
3,042
| – | – | ﹤0.01% | 833 |
|
|
2021
Q1 | $247K | Hold |
3,042
| – | – | ﹤0.01% | 833 |
|
|
2020
Q4 | $247K | Sell |
3,042
-3,042
| -50% | -$247K | ﹤0.01% | 833 |
|
|
2020
Q3 | $247K | Hold |
6,084
| – | – | ﹤0.01% | 833 |
|
|
2020
Q2 | $247K | Hold |
6,084
| – | – | ﹤0.01% | 833 |
|
|
2020
Q1 | $247K | Hold |
6,084
| – | – | ﹤0.01% | 833 |
|
|
2019
Q4 | $247K | Hold |
6,084
| – | – | ﹤0.01% | 833 |
|
|
2019
Q3 | $247K | Hold |
6,084
| – | – | ﹤0.01% | 833 |
|
|
2019
Q2 | $247K | Hold |
6,084
| – | – | ﹤0.01% | 833 |
|
|
2019
Q1 | $247K | Buy |
6,084
+5,344
| +722% | +$217K | ﹤0.01% | 833 |
|
|
2018
Q4 | $39K | Sell |
740
-75,846
| -99% | -$4M | ﹤0.01% | 935 |
|
|
2018
Q3 | $4.65M | Buy |
76,586
+952
| +1% | +$57.8K | 0.12% | 170 |
|
|
2018
Q2 | $4.43M | Buy |
75,634
+2,154
| +3% | +$126K | 0.15% | 132 |
|
|
2018
Q1 | $4.33M | Sell |
73,480
-524
| -0.7% | -$30.9K | 0.17% | 109 |
|
|
2017
Q4 | $4.42M | Buy |
74,004
+73,950
| +136,944% | +$4.42M | 0.2% | 97 |
|
|
2017
Q3 | $3K | Sell |
54
-36
| -40% | -$2K | ﹤0.01% | 1205 |
|
|
2017
Q2 | $5K | Sell |
90
-104,948
| -100% | -$5.83M | ﹤0.01% | 885 |
|
|
2017
Q1 | $5.47M | Sell |
105,038
-56,490
| -35% | -$2.94M | 0.31% | 70 |
|
|
2016
Q4 | $8.19M | Buy |
+161,528
| New | +$8.19M | 0.5% | 55 |
|