Carson Wealth (CWM LLC)’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
2,783
+1
| +0% | +$151 | ﹤0.01% | 1669 |
|
|
2025
Q1 | $379K | Hold |
2,782
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q4 | $398K | Hold |
2,782
| – | – | ﹤0.01% | 1473 |
|
|
2024
Q3 | $388K | Hold |
2,782
| – | – | ﹤0.01% | 1423 |
|
|
2024
Q2 | $368K | Hold |
2,782
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q1 | $356K | Sell |
2,782
-190
| -6% | -$24.3K | ﹤0.01% | 1256 |
|
|
2023
Q4 | $346K | Buy |
2,972
+8
| +0.3% | +$931 | ﹤0.01% | 1201 |
|
|
2023
Q3 | $310K | Hold |
2,964
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q2 | $321K | Buy |
2,964
+1,190
| +67% | +$129K | ﹤0.01% | 1082 |
|
|
2023
Q1 | $178K | Buy |
1,774
+800
| +82% | +$80.3K | ﹤0.01% | 1233 |
|
|
2022
Q4 | $91K | Sell |
974
-130
| -12% | -$12.1K | ﹤0.01% | 1420 |
|
|
2022
Q3 | $97K | Sell |
1,104
-14
| -1% | -$1.23K | ﹤0.01% | 1337 |
|
|
2022
Q2 | $103K | Buy |
1,118
+534
| +91% | +$49.2K | ﹤0.01% | 1304 |
|
|
2022
Q1 | $65K | Hold |
584
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q4 | $69K | Buy |
+584
| New | +$69K | ﹤0.01% | 1446 |
|
|
2021
Q2 | $62K | Hold |
570
| – | – | ﹤0.01% | 1307 |
|
|
2021
Q1 | $62K | Hold |
570
| – | – | ﹤0.01% | 1307 |
|
|
2020
Q4 | $62K | Sell |
570
-570
| -50% | -$62K | ﹤0.01% | 1307 |
|
|
2020
Q3 | $62K | Hold |
1,140
| – | – | ﹤0.01% | 1307 |
|
|
2020
Q2 | $62K | Hold |
1,140
| – | – | ﹤0.01% | 1307 |
|
|
2020
Q1 | $62K | Hold |
1,140
| – | – | ﹤0.01% | 1307 |
|
|
2019
Q4 | $62K | Hold |
1,140
| – | – | ﹤0.01% | 1307 |
|
|
2019
Q3 | $62K | Hold |
1,140
| – | – | ﹤0.01% | 1307 |
|
|
2019
Q2 | $62K | Hold |
1,140
| – | – | ﹤0.01% | 1307 |
|
|
2019
Q1 | $62K | Buy |
+1,140
| New | +$62K | ﹤0.01% | 1307 |
|