Carson Wealth (CWM LLC)
IETC icon

Carson Wealth (CWM LLC)’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5K Hold
187
– – ﹤0.01% 4529
2025
Q4 		$19K Hold
187
– – ﹤0.01% 4205
2025
Q3 		$19K Sell
187
-69
-27% -$6.78K ﹤0.01% 4157
2025
Q2 		$24K Hold
256
– – ﹤0.01% 3799
2025
Q1 		$19K Hold
256
– – ﹤0.01% 3708
2024
Q4 		$22K Hold
256
– – ﹤0.01% 3373
2024
Q3 		$20K Buy
256
+1
+0.4% +$75 ﹤0.01% 3352
2024
Q2 		$19K Buy
+255
New +$18K ﹤0.01% 3144

Other funds holding IETC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares US Tech Independence Focused ETF (IETC) position steady in Q1 2026 at 187 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4529.

Carson Wealth (CWM LLC) first reported a position in IETC in Q2 2024 and has held it in 8 quarters since. The position peaked at $24K in Q2 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 187 shares of iShares US Tech Independence Focused ETF worth $16.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares US Tech Independence Focused ETF share count unchanged in Q1 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4529 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Tech Independence Focused ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Tech Independence Focused ETF position peaked at $24K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

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