Carson Wealth (CWM LLC)’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Hold |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $398K | Hold |
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|
2024
Q3 | $388K | Hold |
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|
2024
Q2 | $368K | Hold |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $178K | Buy |
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|
2022
Q4 | $91K | Sell |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $103K | Buy |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $62K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $62K | Hold |
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|
2019
Q3 | $62K | Hold |
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|
2019
Q2 | $62K | Hold |
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|
2019
Q1 | $62K | Buy |
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