Carson Wealth (CWM LLC)’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Hold |
6,713
| – | – | ﹤0.01% | 1256 |
|
|
2025
Q1 | $874K | Sell |
6,713
-441
| -6% | -$57.4K | ﹤0.01% | 1201 |
|
|
2024
Q4 | $955K | Buy |
7,154
+781
| +12% | +$104K | ﹤0.01% | 1109 |
|
|
2024
Q3 | $852K | Sell |
6,373
-4
| -0.1% | -$535 | ﹤0.01% | 1123 |
|
|
2024
Q2 | $762K | Buy |
6,377
+14
| +0.2% | +$1.67K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $800K | Buy |
6,363
+140
| +2% | +$17.6K | ﹤0.01% | 949 |
|
|
2023
Q4 | $712K | Buy |
6,223
+74
| +1% | +$8.47K | ﹤0.01% | 938 |
|
|
2023
Q3 | $620K | Sell |
6,149
-4
| -0.1% | -$403 | ﹤0.01% | 912 |
|
|
2023
Q2 | $652K | Buy |
6,153
+38
| +0.6% | +$4.03K | ﹤0.01% | 856 |
|
|
2023
Q1 | $612K | Sell |
6,115
-349
| -5% | -$34.9K | ﹤0.01% | 824 |
|
|
2022
Q4 | $624K | Hold |
6,464
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $542K | Hold |
6,464
| – | – | ﹤0.01% | 724 |
|
|
2022
Q2 | $570K | Hold |
6,464
| – | – | ﹤0.01% | 699 |
|
|
2022
Q1 | $681K | Hold |
6,464
| – | – | ﹤0.01% | 647 |
|
|
2021
Q4 | $729K | Buy |
+6,464
| New | +$729K | 0.01% | 634 |
|
|
2021
Q2 | $718K | Hold |
6,464
| – | – | 0.01% | 617 |
|
|
2021
Q1 | $718K | Hold |
6,464
| – | – | 0.01% | 617 |
|
|
2020
Q4 | $718K | Sell |
6,464
-6,464
| -50% | -$718K | 0.01% | 617 |
|
|
2020
Q3 | $718K | Hold |
12,928
| – | – | 0.01% | 617 |
|
|
2020
Q2 | $718K | Hold |
12,928
| – | – | 0.01% | 617 |
|
|
2020
Q1 | $718K | Hold |
12,928
| – | – | 0.01% | 617 |
|
|
2019
Q4 | $718K | Hold |
12,928
| – | – | 0.01% | 617 |
|
|
2019
Q3 | $718K | Hold |
12,928
| – | – | 0.01% | 617 |
|
|
2019
Q2 | $718K | Hold |
12,928
| – | – | 0.01% | 617 |
|
|
2019
Q1 | $718K | Buy |
12,928
+1,664
| +15% | +$92.4K | 0.01% | 617 |
|
|
2018
Q4 | $724K | Sell |
11,264
-51,690
| -82% | -$3.32M | 0.02% | 402 |
|
|
2018
Q3 | $4.92M | Buy |
62,954
+636
| +1% | +$49.7K | 0.13% | 162 |
|
|
2018
Q2 | $4.48M | Buy |
62,318
+1,616
| +3% | +$116K | 0.15% | 131 |
|
|
2018
Q1 | $4.4M | Sell |
60,702
-888
| -1% | -$64.4K | 0.17% | 107 |
|
|
2017
Q4 | $4.54M | Buy |
61,590
+60,102
| +4,039% | +$4.43M | 0.2% | 96 |
|
|
2017
Q3 | $103K | Sell |
1,488
-342
| -19% | -$23.7K | ﹤0.01% | 412 |
|
|
2017
Q2 | $120K | Sell |
1,830
-78
| -4% | -$5.12K | 0.01% | 368 |
|
|
2017
Q1 | $120K | Sell |
1,908
-129,582
| -99% | -$8.15M | 0.01% | 346 |
|
|
2016
Q4 | $7.93M | Buy |
131,490
+128,476
| +4,263% | +$7.75M | 0.49% | 57 |
|
|
2016
Q3 | $172K | Hold |
3,014
| – | – | 0.01% | 274 |
|
|
2016
Q2 | $166K | Sell |
3,014
-2,816
| -48% | -$155K | 0.01% | 254 |
|
|
2016
Q1 | $312K | Buy |
+5,830
| New | +$312K | 0.03% | 207 |
|
|
2015
Q4 | – | Sell |
-770
| Closed | -$37K | – | 723 |
|
|
2015
Q3 | $37K | Buy |
+770
| New | +$37K | ﹤0.01% | 310 |
|