Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.58M Sell
63,922
-670
-1% -$84.3K 0.02% 654
2025
Q4 		$8.34M Sell
64,592
-391
-0.6% -$50.6K 0.02% 584
2025
Q3 		$8.19M Buy
64,983
+366
+0.6% +$43.2K 0.02% 536
2025
Q2 		$7.26M Sell
64,617
-737
-1% -$72.4K 0.03% 485
2025
Q1 		$5.93M Buy
65,354
+2,597
+4% +$262K 0.02% 477
2024
Q4 		$6.41M Buy
62,757
+367
+0.6% +$36.9K 0.03% 423
2024
Q3 		$5.99M Sell
62,390
-1,528
-2% -$141K 0.03% 408
2024
Q2 		$6.03M Sell
63,918
-23
-0% -$2.01K 0.03% 383
2024
Q1 		$5.51M Sell
63,941
-211
-0.3% -$17.2K 0.03% 400
2023
Q4 		$4.79M Sell
64,152
-2,058
-3% -$141K 0.03% 402
2023
Q3 		$4.22M Sell
66,210
-1,548
-2% -$102K 0.03% 393
2023
Q2 		$4.44M Sell
67,758
-612
-0.9% -$36.4K 0.03% 361
2023
Q1 		$3.87M Sell
68,370
-990
-1% -$51.6K 0.03% 372
2022
Q4 		$3.24M Sell
69,360
-5,262
-7% -$252K 0.02% 382
2022
Q3 		$3.44M Buy
74,622
+66
+0.1% +$3.48K 0.03% 335
2022
Q2 		$3.66M Sell
74,556
-6,090
-8% -$334K 0.03% 333
2022
Q1 		$5.22M Sell
80,646
-264
-0.3% -$17K 0.04% 293
2021
Q4 		$5.92M Buy
+80,910
New +$5.82M 0.04% 279
2021
Q2 		$5.44M Hold
80,742
– – 0.04% 280
2021
Q1 		$5.44M Hold
80,742
– – 0.04% 280
2020
Q4 		$5.44M Hold
80,742
– – 0.04% 280
2020
Q3 		$5.44M Hold
80,742
– – 0.04% 280
2020
Q2 		$5.44M Hold
80,742
– – 0.04% 280
2020
Q1 		$5.44M Hold
80,742
– – 0.04% 280
2019
Q4 		$5.44M Hold
80,742
– – 0.04% 280
2019
Q3 		$5.44M Hold
80,742
– – 0.04% 280
2019
Q2 		$5.44M Hold
80,742
– – 0.04% 280
2019
Q1 		$5.44M Sell
80,742
-44,280
-35% -$1.42M 0.04% 280
2018
Q4 		$3.58M Sell
125,022
-39,762
-24% -$1.23M 0.09% 194
2018
Q3 		$5.75M Buy
164,784
+125,274
+317% +$4.25M 0.15% 143
2018
Q2 		$1.27M Buy
+39,510
New +$1.25M 0.04% 253

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1% in Q1 2026, selling an estimated $84.3K and leaving 63,922 shares worth $7.58M. The position accounts for 0.02% of the portfolio, ranked #654.

Carson Wealth (CWM LLC) first reported a position in IGM in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.34M in Q4 2025. 507 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 63,922 shares of iShares Expanded Tech Sector ETF worth $7.58M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 670 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $84.3K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #654 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Expanded Tech Sector ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Expanded Tech Sector ETF position peaked at $8.34M in Q4 2025.
  • 507 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

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