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

Carson Wealth (CWM LLC)’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.97M Sell
87,084
-29,379
-25% -$2.6M 0.02% 683
2025
Q4 		$12.3M Sell
116,463
-47,493
-29% -$5.22M 0.03% 447
2025
Q3 		$18.9M Buy
163,956
+2,321
+1% +$257K 0.06% 288
2025
Q2 		$17.7M Buy
161,635
+1,110
+0.7% +$110K 0.06% 266
2025
Q1 		$14.3M Sell
160,525
-520
-0.3% -$51.4K 0.06% 282
2024
Q4 		$16.1M Sell
161,045
-1,174
-0.7% -$116K 0.07% 243
2024
Q3 		$14.5M Sell
162,219
-1,532
-0.9% -$131K 0.06% 251
2024
Q2 		$14.2M Buy
163,751
+3,405
+2% +$280K 0.07% 245
2024
Q1 		$13.7M Buy
160,346
+6,621
+4% +$559K 0.07% 243
2023
Q4 		$12.5M Buy
153,725
+52,850
+52% +$3.91M 0.07% 244
2023
Q3 		$6.88M Buy
100,875
+90,930
+914% +$6.38M 0.04% 306
2023
Q2 		$688K Sell
9,945
-2,930
-23% -$184K ﹤0.01% 840
2023
Q1 		$785K Sell
12,875
-3,755
-23% -$210K 0.01% 730
2022
Q4 		$851K Sell
16,630
-2,210
-12% -$115K 0.01% 662
2022
Q3 		$942K Sell
18,840
-6,115
-25% -$348K 0.01% 581
2022
Q2 		$1.35M Sell
24,955
-5,525
-18% -$325K 0.01% 490
2022
Q1 		$2.1M Sell
30,480
-13,920
-31% -$956K 0.01% 405
2021
Q4 		$3.53M Buy
+44,400
New +$3.71M 0.02% 340
2021
Q2 		$1.21M Hold
15,525
– – 0.01% 533
2021
Q1 		$1.21M Hold
15,525
– – 0.01% 533
2020
Q4 		$1.21M Hold
15,525
– – 0.01% 533
2020
Q3 		$1.21M Hold
15,525
– – 0.01% 533
2020
Q2 		$1.21M Hold
15,525
– – 0.01% 533
2020
Q1 		$1.21M Hold
15,525
– – 0.01% 533
2019
Q4 		$1.21M Hold
15,525
– – 0.01% 533
2019
Q3 		$1.21M Hold
15,525
– – 0.01% 533
2019
Q2 		$1.21M Hold
15,525
– – 0.01% 533
2019
Q1 		$1.21M Buy
15,525
+15,480
+34,400% +$611K 0.01% 533
2018
Q4 		$2K Sell
45
-400
-90% -$14.5K ﹤0.01% 1758
2018
Q3 		$18K Buy
+445
New +$17.4K ﹤0.01% 975

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 25% in Q1 2026, selling an estimated $2.6M and leaving 87,084 shares worth $6.97M. The position accounts for 0.02% of the portfolio, ranked #683.

Carson Wealth (CWM LLC) first reported a position in IGV in Q3 2018 and has held it in 30 quarters since. The position peaked at $18.9M in Q3 2025. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 87,084 shares of iShares Expanded Tech-Software Sector ETF worth $6.97M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 29,379 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $2.6M.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #683 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Expanded Tech-Software Sector ETF position peaked at $18.9M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

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