Carson Wealth (CWM LLC)
IAS

Carson Wealth (CWM LLC)’s Integral Ad Science IAS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,305
Closed -$115K – 5480
2025
Q3 		$115K Buy
11,305
+2,286
+25% +$19.8K ﹤0.01% 2868
2025
Q2 		$75K Buy
9,019
+8,350
+1,248% +$63.7K ﹤0.01% 2953
2025
Q1 		$5K Sell
669
-1,607
-71% -$16K ﹤0.01% 4456
2024
Q4 		$24K Sell
2,276
-1,849
-45% -$20.3K ﹤0.01% 3317
2024
Q3 		$45K Buy
4,125
+3,727
+936% +$40.1K ﹤0.01% 2768
2024
Q2 		$4K Buy
398
+199
+100% +$1.91K ﹤0.01% 3963
2024
Q1 		$2K Hold
199
– – ﹤0.01% 3989
2023
Q4 		$3K Hold
199
– – ﹤0.01% 3700
2023
Q3 		$2K Hold
199
– – ﹤0.01% 3815
2023
Q2 		$4K Hold
199
– – ﹤0.01% 3531
2023
Q1 		$3K Sell
199
-13
-6% -$146 ﹤0.01% 3514
2022
Q4 		$2K Sell
212
-352
-62% -$2.99K ﹤0.01% 3563
2022
Q3 		$4K Buy
564
+361
+178% +$3.23K ﹤0.01% 3177
2022
Q2 		$2K Buy
+203
New +$2.42K ﹤0.01% 3352

Other funds holding IAS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IAS Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Integral Ad Science (IAS) in Q4 2025, closing a stake of 11,305 shares — an estimated $115K sold.

Carson Wealth (CWM LLC) first reported a position in IAS in Q2 2022 and held it in 14 quarters. The position peaked at $115K in Q3 2025. 2 funds tracked by Wall St. Rank hold IAS as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Integral Ad Science position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11,305 Integral Ad Science shares in Q4 2025, an estimated $115K.
  • Carson Wealth (CWM LLC) first reported a position in Integral Ad Science in Q2 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Integral Ad Science position peaked at $115K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.