Carson Wealth (CWM LLC)’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $932K | Sell |
|
|||||
|
2025
Q2 | $955K | Hold |
|
|||||
|
2025
Q1 | $874K | Sell |
|
|||||
|
2024
Q4 | $955K | Buy |
|
|||||
|
2024
Q3 | $852K | Sell |
|
|||||
|
2024
Q2 | $762K | Buy |
|
|||||
|
2024
Q1 | $800K | Buy |
|
|||||
|
2023
Q4 | $712K | Buy |
|
|||||
|
2023
Q3 | $620K | Sell |
|
|||||
|
2023
Q2 | $652K | Buy |
|
|||||
|
2023
Q1 | $612K | Sell |
|
|||||
|
2022
Q4 | $624K | Hold |
|
|||||
|
2022
Q3 | $542K | Hold |
|
|||||
|
2022
Q2 | $570K | Hold |
|
|||||
|
2022
Q1 | $681K | Hold |
|
|||||
|
2021
Q4 | $729K | Buy |
|
|||||
|
2021
Q2 | $718K | Hold |
|
|||||
|
2021
Q1 | $718K | Hold |
|
|||||
|
2020
Q4 | $718K | Sell |
|
|||||
|
2020
Q3 | $718K | Hold |
|
|||||
|
2020
Q2 | $718K | Hold |
|
|||||
|
2020
Q1 | $718K | Hold |
|
|||||
|
2019
Q4 | $718K | Hold |
|
|||||
|
2019
Q3 | $718K | Hold |
|
|||||
|
2019
Q2 | $718K | Hold |
|
|||||
|
2019
Q1 | $718K | Buy |
|
|||||
|
2018
Q4 | $724K | Sell |
|
|||||
|
2018
Q3 | $4.92M | Buy |
|
|||||
|
2018
Q2 | $4.48M | Buy |
|
|||||
|
2018
Q1 | $4.4M | Sell |
|
|||||
|
2017
Q4 | $4.54M | Buy |
|
|||||
|
2017
Q3 | $103K | Sell |
|
|||||
|
2017
Q2 | $120K | Sell |
|
|||||
|
2017
Q1 | $120K | Sell |
|
|||||
|
2016
Q4 | $7.93M | Buy |
|
|||||
|
2016
Q3 | $172K | Hold |
|
|||||
|
2016
Q2 | $166K | Sell |
|
|||||
|
2016
Q1 | $312K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $37K | Buy |
|