Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.74K Sell
70
-18
-20% -$1.9K ﹤0.01% 4826
2025
Q4 		$8K Sell
88
-218
-71% -$19.9K ﹤0.01% 4642
2025
Q3 		$28K Hold
306
– – ﹤0.01% 3922
2025
Q2 		$27K Buy
306
+60
+24% +$5.14K ﹤0.01% 3711
2025
Q1 		$23K Sell
246
-1,874
-88% -$175K ﹤0.01% 3566
2024
Q4 		$190K Buy
2,120
+1,824
+616% +$172K ﹤0.01% 1850
2024
Q3 		$27K Buy
296
+50
+20% +$4.78K ﹤0.01% 3176
2024
Q2 		$24K Sell
246
-267
-52% -$27.7K ﹤0.01% 2993
2024
Q1 		$55K Buy
513
+507
+8,450% +$48.3K ﹤0.01% 2228
2023
Q4 		$1K Buy
+6
New +$569 ﹤0.01% 3965
2023
Q2 		– Sell
-25
Closed -$2K – 4306
2023
Q1 		$2K Hold
25
– – ﹤0.01% 3660
2022
Q4 		$2K Buy
+25
New +$2.42K ﹤0.01% 3566
2022
Q2 		– Sell
-11
Closed -$1K – 3930
2022
Q1 		$1K Hold
11
– – ﹤0.01% 3355
2021
Q4 		$1K Buy
+11
New +$690 ﹤0.01% 3314
2021
Q2 		$1K Hold
11
– – ﹤0.01% 2805
2021
Q1 		$1K Hold
11
– – ﹤0.01% 2805
2020
Q4 		$1K Hold
11
– – ﹤0.01% 2805
2020
Q3 		$1K Hold
11
– – ﹤0.01% 2804
2020
Q2 		$1K Hold
11
– – ﹤0.01% 2804
2020
Q1 		$1K Hold
11
– – ﹤0.01% 2803
2019
Q4 		$1K Hold
11
– – ﹤0.01% 2803
2019
Q3 		$1K Hold
11
– – ﹤0.01% 2803
2019
Q2 		$1K Hold
11
– – ﹤0.01% 2803
2019
Q1 		$1K Buy
+11
New +$633 ﹤0.01% 2802
2018
Q4 		– Sell
-155
Closed -$12K – 2167
2018
Q3 		$12K Buy
+155
New +$11.5K ﹤0.01% 1106

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 20% in Q1 2026, selling an estimated $1.9K and leaving 70 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4826.

Carson Wealth (CWM LLC) first reported a position in IEO in Q3 2018 and has held it in 25 quarters since. The position peaked at $190K in Q4 2024. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 70 shares of iShares US Oil & Gas Exploration & Production ETF worth $8.74K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 18 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $1.9K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4826 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2018 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $190K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

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