Carson Wealth (CWM LLC)
IHAK icon

Carson Wealth (CWM LLC)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IHAK Stock Details IHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$512K Sell
11,721
-294
-2% -$13.4K ﹤0.01% 2005
2025
Q4 		$578K Sell
12,015
-652
-5% -$32.9K ﹤0.01% 1830
2025
Q3 		$663K Sell
12,667
-910
-7% -$47.2K ﹤0.01% 1637
2025
Q2 		$722K Sell
13,577
-28
-0.2% -$1.39K ﹤0.01% 1420
2025
Q1 		$639K Buy
13,605
+3,020
+29% +$150K ﹤0.01% 1356
2024
Q4 		$516K Sell
10,585
-1,705
-14% -$85K ﹤0.01% 1365
2024
Q3 		$599K Buy
12,290
+233
+2% +$10.9K ﹤0.01% 1249
2024
Q2 		$554K Sell
12,057
-1,166
-9% -$52.3K ﹤0.01% 1150
2024
Q1 		$619K Sell
13,223
-1,106
-8% -$51.9K ﹤0.01% 1056
2023
Q4 		$651K Buy
14,329
+2,452
+21% +$99.5K ﹤0.01% 961
2023
Q3 		$457K Sell
11,877
-297
-2% -$11.4K ﹤0.01% 1006
2023
Q2 		$460K Sell
12,174
-10,185
-46% -$364K ﹤0.01% 969
2023
Q1 		$813K Buy
22,359
+1,710
+8% +$58.8K 0.01% 717
2022
Q4 		$682K Sell
20,649
-2,688
-12% -$91.7K 0.01% 714
2022
Q3 		$793K Buy
23,337
+1,117
+5% +$40.9K 0.01% 614
2022
Q2 		$778K Buy
+22,220
New +$842K 0.01% 619

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 2.4% in Q1 2026, selling an estimated $13.4K and leaving 11,721 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Carson Wealth (CWM LLC) first reported a position in IHAK in Q2 2022 and has held it in 16 quarters since. The position peaked at $813K in Q1 2023. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,721 shares of iShares Cybersecurity and Tech ETF worth $512K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 294 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2005 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Cybersecurity and Tech ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Cybersecurity and Tech ETF position peaked at $813K in Q1 2023.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

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