Carson Wealth (CWM LLC)’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
12,979
-143
| -1% | -$9.7K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $821K | Sell |
13,122
-30
| -0.2% | -$1.88K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $894K | Buy |
13,152
+492
| +4% | +$33.4K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $857K | Buy |
12,660
+120
| +1% | +$8.12K | ﹤0.01% | 1122 |
|
|
2024
Q2 | $785K | Buy |
12,540
+1,016
| +9% | +$63.6K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $756K | Buy |
11,524
+830
| +8% | +$54.5K | ﹤0.01% | 969 |
|
|
2023
Q4 | $658K | Sell |
10,694
-3,958
| -27% | -$244K | ﹤0.01% | 958 |
|
|
2023
Q3 | $799K | Buy |
14,652
+850
| +6% | +$46.4K | ﹤0.01% | 828 |
|
|
2023
Q2 | $793K | Buy |
13,802
+879
| +7% | +$50.5K | ﹤0.01% | 790 |
|
|
2023
Q1 | $708K | Hold |
12,923
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $687K | Sell |
12,923
-1,242
| -9% | -$66K | 0.01% | 710 |
|
|
2022
Q3 | $705K | Buy |
14,165
+451
| +3% | +$22.4K | 0.01% | 648 |
|
|
2022
Q2 | $708K | Buy |
13,714
+4,767
| +53% | +$246K | 0.01% | 652 |
|
|
2022
Q1 | $558K | Buy |
8,947
+494
| +6% | +$30.8K | ﹤0.01% | 694 |
|
|
2021
Q4 | $561K | Buy |
+8,453
| New | +$561K | ﹤0.01% | 695 |
|
|
2021
Q2 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2021
Q1 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2020
Q4 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2020
Q3 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2020
Q1 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2019
Q4 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2019
Q3 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2019
Q2 | $366K | Hold |
5,525
| – | – | ﹤0.01% | 736 |
|
|
2019
Q1 | $366K | Buy |
5,525
+3,686
| +200% | +$244K | ﹤0.01% | 736 |
|
|
2018
Q4 | $70K | Buy |
+1,839
| New | +$70K | ﹤0.01% | 798 |
|