Carson Wealth (CWM LLC)’s iShares US Consumer Focused ETF IEDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.49K	Hold	46	–	–	﹤0.01%	5223
2025 Q4	$3K	Hold	46	–	–	﹤0.01%	4981
2025 Q3	$3K	Hold	46	–	–	﹤0.01%	4901
2025 Q2	$3K	Hold	46	–	–	﹤0.01%	4773
2025 Q1	$2K	Hold	46	–	–	﹤0.01%	4762
2024 Q4	$2K	Hold	46	–	–	﹤0.01%	4545
2024 Q3	$2K	Hold	46	–	–	﹤0.01%	4401
2024 Q2	$2K	Hold	46	–	–	﹤0.01%	4218
2024 Q1	$2K	Hold	46	–	–	﹤0.01%	3990
2023 Q4	$2K	Hold	46	–	–	﹤0.01%	3810
2023 Q3	$2K	Hold	46	–	–	﹤0.01%	3817
2023 Q2	$2K	Hold	46	–	–	﹤0.01%	3806
2023 Q1	$2K	Sell	46 -92	-67%	-$3.45K	﹤0.01%	3659
2022 Q4	$5K	Sell	138 -65	-32%	-$2.41K	﹤0.01%	3185
2022 Q3	$7K	Buy	203 +65	+47%	+$2.49K	﹤0.01%	2899
2022 Q2	$5K	Buy	+138	New	+$5.39K	﹤0.01%	2980

Other funds holding IEDI

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CRI

Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares US Consumer Focused ETF (IEDI) position steady in Q1 2026 at 46 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5223.

Carson Wealth (CWM LLC) first reported a position in IEDI in Q2 2022 and has held it in 16 quarters since. The position peaked at $7K in Q3 2022. 17 funds tracked by Wall St. Rank hold IEDI as of Q1 2026.

Carson Wealth (CWM LLC) held 46 shares of iShares US Consumer Focused ETF worth $2.49K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares US Consumer Focused ETF share count unchanged in Q1 2026.
iShares US Consumer Focused ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5223 holding.
Carson Wealth (CWM LLC) first reported a position in iShares US Consumer Focused ETF in Q2 2022 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s iShares US Consumer Focused ETF position peaked at $7K in Q3 2022.
17 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2026.

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