Carson Wealth (CWM LLC)’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Buy	1,152 +350	+44%	+$39.8K	﹤0.01%	3035
2025 Q4	$87K	Sell	802 -80	-9%	-$8.94K	﹤0.01%	3175
2025 Q3	$98K	Buy	882 +134	+18%	+$14.4K	﹤0.01%	3006
2025 Q2	$78K	Hold	748	–	–	﹤0.01%	2924
2025 Q1	$76K	Hold	748	–	–	﹤0.01%	2645
2024 Q4	$72K	Hold	748	–	–	﹤0.01%	2507
2024 Q3	$76K	Hold	748	–	–	﹤0.01%	2370
2024 Q2	$66K	Sell	748 -1,554	-68%	-$137K	﹤0.01%	2269
2024 Q1	$195K	Hold	2,302	–	–	﹤0.01%	1525
2023 Q4	$184K	Sell	2,302 -400	-15%	-$30.6K	﹤0.01%	1454
2023 Q3	$199K	Hold	2,702	–	–	﹤0.01%	1315
2023 Q2	$221K	Hold	2,702	–	–	﹤0.01%	1212
2023 Q1	$226K	Sell	2,702 -36	-1%	-$3K	﹤0.01%	1154
2022 Q4	$237K	Sell	2,738 -186	-6%	-$15.6K	﹤0.01%	1036
2022 Q3	$237K	Buy	2,924 +186	+7%	+$16.7K	﹤0.01%	985
2022 Q2	$234K	Buy	2,738 +8	+0.3%	+$707	﹤0.01%	979
2022 Q1	$248K	Hold	2,730	–	–	﹤0.01%	951
2021 Q4	$241K	Buy	+2,730	New	+$228K	﹤0.01%	945
2021 Q2	$218K	Hold	2,780	–	–	﹤0.01%	876
2021 Q1	$218K	Hold	2,780	–	–	﹤0.01%	876
2020 Q4	$218K	Sell	2,780 -2,780	-50%	-$217K	﹤0.01%	876
2020 Q3	$218K	Hold	5,560	–	–	﹤0.01%	876
2020 Q2	$218K	Hold	5,560	–	–	﹤0.01%	876
2020 Q1	$218K	Hold	5,560	–	–	﹤0.01%	876
2019 Q4	$218K	Hold	5,560	–	–	﹤0.01%	876
2019 Q3	$218K	Hold	5,560	–	–	﹤0.01%	876
2019 Q2	$218K	Hold	5,560	–	–	﹤0.01%	876
2019 Q1	$218K	Buy	5,560 +1,312	+31%	+$92.5K	﹤0.01%	876
2018 Q4	$285K	Buy	4,248 +1,814	+75%	+$125K	0.01%	531
2018 Q3	$163K	Hold	2,434	–	–	﹤0.01%	548
2018 Q2	$161K	Hold	2,434	–	–	0.01%	456
2018 Q1	$155K	Sell	2,434 -882	-27%	-$55.5K	0.01%	394
2017 Q4	$220K	Sell	3,316 -66,018	-95%	-$4.54M	0.01%	333
2017 Q3	$4.61M	Sell	69,334 -12,214	-15%	-$821K	0.22%	84
2017 Q2	$5.3M	Buy	81,548 +80,532	+7,926%	+$5.29M	0.27%	78
2017 Q1	$65K	Hold	1,016	–	–	﹤0.01%	409
2016 Q4	$62K	Buy	1,016 +400	+65%	+$23.9K	﹤0.01%	414
2016 Q3	$38K	Hold	616	–	–	﹤0.01%	459
2016 Q2	$40K	Buy	+616	New	+$38K	﹤0.01%	394
2014 Q4	–	Sell	-4,606	Closed	-$242K	–	186
2014 Q3	$242K	Hold	4,606	–	–	0.04%	170
2014 Q2	$256K	Hold	4,606	–	–	0.05%	154
2014 Q1	$240K	Sell	4,606 -5,240	-53%	-$260K	0.03%	128
2013 Q4	$472K	Sell	9,846 -9,886	-50%	-$475K	0.07%	140
2013 Q3	$926K	Buy	+19,732	New	+$944K	0.24%	55

Other funds holding IDU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares US Utilities ETF (IDU) stake by 44% in Q1 2026, buying an estimated $39.8K and bringing the position to 1,152 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

Carson Wealth (CWM LLC) first reported a position in IDU in Q3 2013 and has held it in 44 quarters since. The position peaked at $5.3M in Q2 2017. 301 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Carson Wealth (CWM LLC) held 1,152 shares of iShares US Utilities ETF worth $134K as of Q1 2026.
Carson Wealth (CWM LLC) bought 350 iShares US Utilities ETF shares in Q1 2026, an estimated $39.8K.
iShares US Utilities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3035 holding.
Carson Wealth (CWM LLC) first reported a position in iShares US Utilities ETF in Q3 2013 and has held it in 44 quarters since.
Carson Wealth (CWM LLC)'s iShares US Utilities ETF position peaked at $5.3M in Q2 2017.
301 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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