Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$77K Hold
2025
Q2 		$73K Hold
2025
Q1 		$69K Hold
2024
Q4 		$74K Buy
2024
Q2 		– Sell
2024
Q1 		$44K Hold
2023
Q4 		$40K Hold
2023
Q3 		$36K Hold
2023
Q2 		$38K Sell
2023
Q1 		$157K Buy
2022
Q4 		$3K Buy