Carson Wealth (CWM LLC)
IE icon

Carson Wealth (CWM LLC)’s Ivanhoe Electric IE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IE Stock Details IE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.88K Sell
497
-483
-49% -$7.57K ﹤0.01% 4969
2025
Q4 		$16K Buy
980
+551
+128% +$7.89K ﹤0.01% 4296
2025
Q3 		$5K Buy
429
+69
+19% +$682 ﹤0.01% 4728
2025
Q2 		$3K Buy
360
+95
+36% +$659 ﹤0.01% 4772
2025
Q1 		$2K Sell
265
-120
-31% -$761 ﹤0.01% 4761
2024
Q4 		$3K Buy
385
+181
+89% +$1.67K ﹤0.01% 4413
2024
Q3 		$2K Buy
204
+66
+48% +$554 ﹤0.01% 4400
2024
Q2 		$1K Buy
138
+33
+31% +$351 ﹤0.01% 4397
2024
Q1 		$1K Buy
+105
New +$905 ﹤0.01% 4146
2023
Q1 		– Sell
-110
Closed -$1K – 4182
2022
Q4 		$1K Hold
110
– – ﹤0.01% 3762
2022
Q3 		$1K Buy
+110
New +$1K ﹤0.01% 3668

Other funds holding IE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Ivanhoe Electric (IE) stake by 49% in Q1 2026, selling an estimated $7.57K and leaving 497 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #4969.

Carson Wealth (CWM LLC) first reported a position in IE in Q3 2022 and has held it in 11 quarters since. The position peaked at $16K in Q4 2025. 209 funds tracked by Wall St. Rank hold IE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 497 shares of Ivanhoe Electric worth $5.88K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 483 Ivanhoe Electric shares in Q1 2026, an estimated $7.57K.
  • Ivanhoe Electric made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4969 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ivanhoe Electric in Q3 2022 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Ivanhoe Electric position peaked at $16K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q1 2026.

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