Carson Wealth (CWM LLC)
IBLC icon

Carson Wealth (CWM LLC)’s iShares Blockchain and Tech ETF IBLC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBLC Stock Details IBLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.49K Hold
123
– – ﹤0.01% 5063
2025
Q4 		$5K Hold
123
– – ﹤0.01% 4812
2025
Q3 		$7K Hold
123
– – ﹤0.01% 4621
2025
Q2 		$5K Hold
123
– – ﹤0.01% 4616
2025
Q1 		$3K Hold
123
– – ﹤0.01% 4630
2024
Q4 		$4K Hold
123
– – ﹤0.01% 4313
2024
Q3 		$4K Hold
123
– – ﹤0.01% 4188
2024
Q2 		$4K Hold
123
– – ﹤0.01% 3964
2024
Q1 		$4K Hold
123
– – ﹤0.01% 3763
2023
Q4 		$4K Hold
123
– – ﹤0.01% 3604
2023
Q3 		$2K Hold
123
– – ﹤0.01% 3816
2023
Q2 		$2K Buy
123
+75
+156% +$1.3K ﹤0.01% 3805
2023
Q1 		$1K Hold
48
– – ﹤0.01% 3849
2022
Q4 		$0 Hold
48
– – ﹤0.01% 4093
2022
Q3 		$1K Buy
+48
New +$819 ﹤0.01% 3667

Other funds holding IBLC

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Blockchain and Tech ETF (IBLC) position steady in Q1 2026 at 123 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5063.

Carson Wealth (CWM LLC) first reported a position in IBLC in Q3 2022 and has held it in 15 quarters since. The position peaked at $7K in Q3 2025. 36 funds tracked by Wall St. Rank hold IBLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 123 shares of iShares Blockchain and Tech ETF worth $4.49K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Blockchain and Tech ETF share count unchanged in Q1 2026.
  • iShares Blockchain and Tech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5063 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Blockchain and Tech ETF in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Blockchain and Tech ETF position peaked at $7K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q1 2026.

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