Carson Wealth (CWM LLC)’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Hold |
1,762
| – | – | ﹤0.01% | 2983 |
|
|
2025
Q1 | $69K | Hold |
1,762
| – | – | ﹤0.01% | 2716 |
|
|
2024
Q4 | $74K | Buy |
+1,762
| New | +$74K | ﹤0.01% | 2492 |
|
|
2024
Q2 | – | Sell |
-1,066
| Closed | -$44K | – | 4989 |
|
|
2024
Q1 | $44K | Hold |
1,066
| – | – | ﹤0.01% | 2381 |
|
|
2023
Q4 | $40K | Hold |
1,066
| – | – | ﹤0.01% | 2320 |
|
|
2023
Q3 | $36K | Hold |
1,066
| – | – | ﹤0.01% | 2297 |
|
|
2023
Q2 | $38K | Sell |
1,066
-3,559
| -77% | -$127K | ﹤0.01% | 2191 |
|
|
2023
Q1 | $157K | Buy |
4,625
+4,537
| +5,156% | +$154K | ﹤0.01% | 1297 |
|
|
2022
Q4 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 3467 |
|