Carson Wealth (CWM LLC)
IBRN icon

Carson Wealth (CWM LLC)’s iShares Neuroscience and Healthcare ETF IBRN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBRN Stock Details IBRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.37K Hold
163
– – ﹤0.01% 4999
2025
Q4 		$5K Hold
163
– – ﹤0.01% 4813
2025
Q3 		$4K Hold
163
– – ﹤0.01% 4819
2025
Q2 		$4K Hold
163
– – ﹤0.01% 4683
2025
Q1 		$4K Buy
+163
New +$4.07K ﹤0.01% 4540

Other funds holding IBRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Neuroscience and Healthcare ETF (IBRN) position steady in Q1 2026 at 163 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4999.

Carson Wealth (CWM LLC) first reported a position in IBRN in Q1 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold IBRN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 163 shares of iShares Neuroscience and Healthcare ETF worth $5.37K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Neuroscience and Healthcare ETF share count unchanged in Q1 2026.
  • iShares Neuroscience and Healthcare ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4999 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Neuroscience and Healthcare ETF in Q1 2025 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares Neuroscience and Healthcare ETF as of Q1 2026.

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