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

Carson Wealth (CWM LLC)’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$21K Buy
2025
Q2 		$19K Buy
2025
Q1 		$18K Hold
2024
Q4 		$20K Buy
2024
Q3 		$20K Buy
2024
Q2 		$18K Buy
2024
Q1 		$19K Hold
2023
Q4 		$18K Buy
2023
Q3 		$16K Buy