Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Sell
1,359
-192
-12% -$33.6K ﹤0.01% 2643
2025
Q4 		$278K Buy
1,551
+1,462
+1,643% +$257K ﹤0.01% 2308
2025
Q3 		$16K Sell
89
-1
-1% -$174 ﹤0.01% 4244
2025
Q2 		$15K Buy
90
+47
+109% +$6.94K ﹤0.01% 4084
2025
Q1 		$6K Buy
43
+40
+1,333% +$5.95K ﹤0.01% 4367
2024
Q4 		$0 Buy
+3
New +$428 ﹤0.01% 5013
2024
Q2 		– Sell
-72
Closed -$8K – 4733
2024
Q1 		$8K Hold
72
– – ﹤0.01% 3456
2023
Q4 		$8K Hold
72
– – ﹤0.01% 3286
2023
Q3 		$7K Hold
72
– – ﹤0.01% 3300
2023
Q2 		$7K Buy
72
+41
+132% +$3.67K ﹤0.01% 3283
2023
Q1 		$3K Buy
+31
New +$3.05K ﹤0.01% 3513
2021
Q2 		$6K Hold
54
– – ﹤0.01% 2297
2021
Q1 		$6K Hold
54
– – ﹤0.01% 2297
2020
Q4 		$6K Hold
54
– – ﹤0.01% 2296
2020
Q3 		$6K Hold
54
– – ﹤0.01% 2296
2020
Q2 		$6K Hold
54
– – ﹤0.01% 2296
2020
Q1 		$6K Hold
54
– – ﹤0.01% 2296
2019
Q4 		$6K Hold
54
– – ﹤0.01% 2296
2019
Q3 		$6K Hold
54
– – ﹤0.01% 2296
2019
Q2 		$6K Hold
54
– – ﹤0.01% 2296
2019
Q1 		$6K Buy
54
+8
+17% +$480 ﹤0.01% 2296
2018
Q4 		$3K Hold
46
– – ﹤0.01% 1661
2018
Q3 		$3K Buy
+46
New +$2.99K ﹤0.01% 1458

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 12% in Q1 2026, selling an estimated $33.6K and leaving 1,359 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Carson Wealth (CWM LLC) first reported a position in IAI in Q3 2018 and has held it in 23 quarters since. The position peaked at $278K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,359 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $223K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 192 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $33.6K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2643 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2018 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $278K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.