Carson Wealth (CWM LLC)’s iShares Biotechnology ETF IBB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-200	Closed	-$1K	–	3666
2021 Q4	$1K	Buy	+200	New	+$31K	﹤0.01%	3312
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	2662
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	2662
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	2661
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	2660
2020 Q2	$2K	Hold	200	–	–	﹤0.01%	2659
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	2659
2019 Q4	$2K	Hold	200	–	–	﹤0.01%	2659
2019 Q3	$2K	Hold	200	–	–	﹤0.01%	2659
2019 Q2	$2K	Hold	200	–	–	﹤0.01%	2659
2019 Q1	$2K	Buy	+200	New	+$21.9K	﹤0.01%	2658

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Biotechnology ETF (IBB) stake by 0.32% in Q1 2026, buying an estimated $3.42K and bringing the position to 6,194 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Carson Wealth (CWM LLC) first reported a position in IBB in Q3 2013 and has held it in 44 quarters since. The position peaked at $1.51M in Q4 2021. 924 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Carson Wealth (CWM LLC) held 6,194 shares of iShares Biotechnology ETF worth $1.05M as of Q1 2026.
Carson Wealth (CWM LLC) bought 20 iShares Biotechnology ETF shares in Q1 2026, an estimated $3.42K.
iShares Biotechnology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1512 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Biotechnology ETF in Q3 2013 and has held it in 44 quarters since.
Carson Wealth (CWM LLC)'s iShares Biotechnology ETF position peaked at $1.51M in Q4 2021.
924 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

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