Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.4K Sell
340
-436
-56% -$38.2K ﹤0.01% 4177
2025
Q4 		$66K Buy
776
+437
+129% +$34.9K ﹤0.01% 3397
2025
Q3 		$25K Buy
339
+75
+28% +$5.17K ﹤0.01% 3983
2025
Q2 		$17K Sell
264
-63
-19% -$4.1K ﹤0.01% 4001
2025
Q1 		$23K Buy
327
+83
+34% +$5.77K ﹤0.01% 3567
2024
Q4 		$16K Sell
244
-29
-11% -$2K ﹤0.01% 3588
2024
Q3 		$19K Buy
273
+99
+57% +$6.9K ﹤0.01% 3392
2024
Q2 		$12K Sell
174
-222
-56% -$14.5K ﹤0.01% 3433
2024
Q1 		$27K Hold
396
– – ﹤0.01% 2707
2023
Q4 		$24K Buy
396
+132
+50% +$7.76K ﹤0.01% 2658
2023
Q3 		$16K Sell
264
-48
-15% -$2.94K ﹤0.01% 2832
2023
Q2 		$19K Sell
312
-6
-2% -$357 ﹤0.01% 2674
2023
Q1 		$19K Sell
318
-3
-0.9% -$181 ﹤0.01% 2542
2022
Q4 		$20K Sell
321
-75
-19% -$4.51K ﹤0.01% 2364
2022
Q3 		$22K Buy
396
+246
+164% +$15.2K ﹤0.01% 2163
2022
Q2 		$10K Buy
+150
New +$9.52K ﹤0.01% 2584
2019
Q1 		– Sell
-378
Closed -$18K – 3100
2018
Q4 		$18K Buy
+378
New +$19.4K ﹤0.01% 1177

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares US Pharmaceuticals ETF (IHE) stake by 56% in Q1 2026, selling an estimated $38.2K and leaving 340 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4177.

Carson Wealth (CWM LLC) first reported a position in IHE in Q4 2018 and has held it in 17 quarters since. The position peaked at $66K in Q4 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 340 shares of iShares US Pharmaceuticals ETF worth $29.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 436 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $38.2K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4177 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Pharmaceuticals ETF in Q4 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Pharmaceuticals ETF position peaked at $66K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

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