Carson Wealth (CWM LLC)
XVV icon

Carson Wealth (CWM LLC)’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$114K Hold
2025
Q2 		$106K Hold
2025
Q1 		$95K Sell
2024
Q4 		$151K Hold
2024
Q3 		$147K Hold
2024
Q2 		$140K Hold
2024
Q1 		$134K Sell
2023
Q4 		$158K Buy