Carson Wealth (CWM LLC)’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.17M | Buy |
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|
2025
Q2 | $6M | Buy |
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|
2025
Q1 | $5.4M | Buy |
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|
2024
Q4 | $5.05M | Buy |
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|
2024
Q3 | $694K | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $988K | Buy |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $6K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $257K | Hold |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $6.81M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Buy |
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