Carson Wealth (CWM LLC)’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $398K | Sell |
7,386
-6,935
| -48% | -$393K | ﹤0.01% | 2185 |
|
|
2025
Q4 | $790K | Sell |
14,321
-539
| -4% | -$28K | ﹤0.01% | 1643 |
|
|
2025
Q3 | $781K | Sell |
14,860
-1,720
| -10% | -$89.7K | ﹤0.01% | 1541 |
|
|
2025
Q2 | $822K | Sell |
16,580
-3,782
| -19% | -$172K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $949K | Buy |
20,362
+3,876
| +24% | +$194K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $830K | Buy |
16,486
+15,100
| +1,089% | +$780K | ﹤0.01% | 1181 |
|
|
2024
Q3 | $66K | Sell |
1,386
-1,267
| -48% | -$58.3K | ﹤0.01% | 2475 |
|
|
2024
Q2 | $110K | Buy |
2,653
+195
| +8% | +$8.07K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $107K | Buy |
2,458
+405
| +20% | +$16.6K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $86K | Buy |
2,053
+50
| +2% | +$1.79K | ﹤0.01% | 1845 |
|
|
2023
Q3 | $67K | Sell |
2,003
-1,630
| -45% | -$58.7K | ﹤0.01% | 1886 |
|
|
2023
Q2 | $123K | Sell |
3,633
-1,277
| -26% | -$42.9K | ﹤0.01% | 1462 |
|
|
2023
Q1 | $176K | Hold |
4,910
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q4 | $234K | Hold |
4,910
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q3 | $234K | Hold |
4,910
| – | – | ﹤0.01% | 992 |
|
|
2022
Q2 | $242K | Sell |
4,910
-433
| -8% | -$23.1K | ﹤0.01% | 969 |
|
|
2022
Q1 | $315K | Buy |
5,343
+433
| +9% | +$27.4K | ﹤0.01% | 866 |
|
|
2021
Q4 | $303K | Buy |
+4,910
| New | +$310K | ﹤0.01% | 864 |
|
|
2021
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2021
Q1 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q3 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q1 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q4 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q3 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $282K | Sell |
4,910
-26,267
| -84% | -$1.18M | ﹤0.01% | 801 |
|
|
2018
Q4 | $1.24M | Sell |
31,177
-28,501
| -48% | -$1.29M | 0.03% | 341 |
|
|
2018
Q3 | $2.92M | Buy |
59,678
+43,884
| +278% | +$2.24M | 0.07% | 228 |
|
|
2018
Q2 | $776K | Buy |
15,794
+15,494
| +5,165% | +$793K | 0.03% | 293 |
|
|
2018
Q1 | $15K | Sell |
300
-1,000
| -77% | -$52.2K | ﹤0.01% | 766 |
|
|
2017
Q4 | $64K | Hold |
1,300
| – | – | ﹤0.01% | 493 |
|
|
2017
Q3 | $61K | Hold |
1,300
| – | – | ﹤0.01% | 484 |
|
|
2017
Q2 | $59K | Hold |
1,300
| – | – | ﹤0.01% | 452 |
|
|
2017
Q1 | $58K | Hold |
1,300
| – | – | ﹤0.01% | 430 |
|
|
2016
Q4 | $59K | Buy |
+1,300
| New | +$52.6K | ﹤0.01% | 424 |
|
Other funds holding IAT
GHA
Carson Wealth (CWM LLC)'s IAT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its iShares US Regional Banks ETF (IAT) stake by 48% in Q1 2026, selling an estimated $393K and leaving 7,386 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.
Carson Wealth (CWM LLC) first reported a position in IAT in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.92M in Q3 2018. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.
- Carson Wealth (CWM LLC) held 7,386 shares of iShares US Regional Banks ETF worth $398K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 6,935 iShares US Regional Banks ETF shares in Q1 2026, an estimated $393K.
- iShares US Regional Banks ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2185 holding.
- Carson Wealth (CWM LLC) first reported a position in iShares US Regional Banks ETF in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s iShares US Regional Banks ETF position peaked at $2.92M in Q3 2018.
- 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.