Carson Wealth (CWM LLC)’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Buy |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | $189K | Buy |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $21K | Sell |
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|
2023
Q1 | $29K | Hold |
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|
2022
Q4 | $28K | Hold |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Buy |
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