Carson Wealth (CWM LLC)’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
14,111
-545
| -4% | -$46.7K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $1.15M | Buy |
14,656
+25
| +0.2% | +$1.96K | ﹤0.01% | 1057 |
|
|
2024
Q4 | $1.14M | Sell |
14,631
-72
| -0.5% | -$5.6K | ﹤0.01% | 1013 |
|
|
2024
Q3 | $1.04M | Sell |
14,703
-1,539
| -9% | -$109K | ﹤0.01% | 1001 |
|
|
2024
Q2 | $1.06M | Buy |
16,242
+1,360
| +9% | +$88.7K | 0.01% | 860 |
|
|
2024
Q1 | $987K | Buy |
14,882
+599
| +4% | +$39.7K | ﹤0.01% | 858 |
|
|
2023
Q4 | $853K | Hold |
14,283
| – | – | ﹤0.01% | 870 |
|
|
2023
Q3 | $736K | Sell |
14,283
-762
| -5% | -$39.3K | ﹤0.01% | 851 |
|
|
2023
Q2 | $792K | Hold |
15,045
| – | – | ﹤0.01% | 791 |
|
|
2023
Q1 | $757K | Sell |
15,045
-1,575
| -9% | -$79.2K | 0.01% | 746 |
|
|
2022
Q4 | $873K | Sell |
16,620
-420
| -2% | -$22.1K | 0.01% | 653 |
|
|
2022
Q3 | $802K | Sell |
17,040
-14,580
| -46% | -$686K | 0.01% | 608 |
|
|
2022
Q2 | $1.56M | Buy |
31,620
+18,543
| +142% | +$916K | 0.01% | 445 |
|
|
2022
Q1 | $786K | Hold |
13,077
| – | – | 0.01% | 617 |
|
|
2021
Q4 | $842K | Buy |
+13,077
| New | +$842K | 0.01% | 610 |
|
|
2021
Q2 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2021
Q1 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2020
Q4 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2020
Q3 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2020
Q2 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2020
Q1 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2019
Q4 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2019
Q3 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2019
Q2 | $755K | Hold |
12,228
| – | – | 0.01% | 609 |
|
|
2019
Q1 | $755K | Sell |
12,228
-1,122
| -8% | -$69.3K | 0.01% | 609 |
|
|
2018
Q4 | $500K | Buy |
+13,350
| New | +$500K | 0.01% | 455 |
|
|
2018
Q2 | – | Sell |
-360
| Closed | -$16K | – | 1725 |
|
|
2018
Q1 | $16K | Hold |
360
| – | – | ﹤0.01% | 750 |
|
|
2017
Q4 | $16K | Hold |
360
| – | – | ﹤0.01% | 748 |
|
|
2017
Q3 | $14K | Sell |
360
-342
| -49% | -$13.3K | ﹤0.01% | 802 |
|
|
2017
Q2 | $27K | Sell |
702
-168
| -19% | -$6.46K | ﹤0.01% | 585 |
|
|
2017
Q1 | $32K | Buy |
870
+402
| +86% | +$14.8K | ﹤0.01% | 528 |
|
|
2016
Q4 | $17K | Buy |
+468
| New | +$17K | ﹤0.01% | 616 |
|
|
2015
Q4 | – | Sell |
-96
| Closed | -$3K | – | 721 |
|
|
2015
Q3 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 551 |
|