Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3K Buy
598
+130
+28% +$3.46K ﹤0.01% 4504
2025
Q4 		$10K Hold
468
– – ﹤0.01% 4545
2025
Q3 		$9K Hold
468
– – ﹤0.01% 4526
2025
Q2 		$8K Hold
468
– – ﹤0.01% 4397
2025
Q1 		$9K Buy
+468
New +$9.47K ﹤0.01% 4161
2024
Q4 		– Sell
-500
Closed -$10K – 5017
2024
Q3 		$10K Hold
500
– – ﹤0.01% 3786
2024
Q2 		$11K Hold
500
– – ﹤0.01% 3489
2024
Q1 		$12K Hold
500
– – ﹤0.01% 3230
2023
Q4 		$11K Hold
500
– – ﹤0.01% 3136
2023
Q3 		$12K Sell
500
-460
-48% -$10.9K ﹤0.01% 3042
2023
Q2 		$19K Sell
960
-100
-9% -$1.9K ﹤0.01% 2672
2023
Q1 		$20K Hold
1,060
– – ﹤0.01% 2512
2022
Q4 		$22K Sell
1,060
-640
-38% -$12.6K ﹤0.01% 2294
2022
Q3 		$24K Buy
1,700
+1,100
+183% +$17.2K ﹤0.01% 2113
2022
Q2 		$10K Buy
+600
New +$11.3K ﹤0.01% 2583
2019
Q1 		– Sell
-50
Closed -$1K – 3095
2018
Q4 		$1K Hold
50
– – ﹤0.01% 1910
2018
Q3 		$2K Hold
50
– – ﹤0.01% 1528
2018
Q2 		$2K Hold
50
– – ﹤0.01% 1382
2018
Q1 		$2K Hold
50
– – ﹤0.01% 1176
2017
Q4 		$2K Hold
50
– – ﹤0.01% 1273
2017
Q3 		$2K Hold
50
– – ﹤0.01% 1287
2017
Q2 		$2K Hold
50
– – ﹤0.01% 1009
2017
Q1 		$2K Hold
50
– – ﹤0.01% 987
2016
Q4 		$2K Hold
50
– – ﹤0.01% 985
2016
Q3 		$2K Hold
50
– – ﹤0.01% 918
2016
Q2 		$2K Hold
50
– – ﹤0.01% 714
2016
Q1 		$2K Hold
50
– – ﹤0.01% 682
2015
Q4 		$2K Hold
50
– – ﹤0.01% 598
2015
Q3 		$2K Buy
+50
New +$2.08K ﹤0.01% 579

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 28% in Q1 2026, buying an estimated $3.46K and bringing the position to 598 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4504.

Carson Wealth (CWM LLC) first reported a position in IEZ in Q3 2015 and has held it in 29 quarters since. The position peaked at $24K in Q3 2022. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 598 shares of iShares US Oil Equipment & Services ETF worth $17.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 130 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $3.46K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4504 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Oil Equipment & Services ETF in Q3 2015 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Oil Equipment & Services ETF position peaked at $24K in Q3 2022.
  • 90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

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