Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$177K Buy
4,218
+3
+0.1% +$137 ﹤0.01% 2830
2025
Q4 		$202K Sell
4,215
-673
-14% -$33K ﹤0.01% 2572
2025
Q3 		$241K Buy
4,888
+2
+0% +$91 ﹤0.01% 2295
2025
Q2 		$238K Buy
4,886
+1
+0% +$49 ﹤0.01% 2023
2025
Q1 		$258K Buy
4,885
+2
+0% +$103 ﹤0.01% 1762
2024
Q4 		$234K Buy
4,883
+2
+0% +$106 ﹤0.01% 1726
2024
Q3 		$279K Sell
4,881
-82
-2% -$4.58K ﹤0.01% 1587
2024
Q2 		$260K Buy
4,963
+86
+2% +$4.5K ﹤0.01% 1455
2024
Q1 		$266K Buy
4,877
+2
+0% +$106 ﹤0.01% 1384
2023
Q4 		$256K Sell
4,875
-50
-1% -$2.53K ﹤0.01% 1308
2023
Q3 		$242K Hold
4,925
– – ﹤0.01% 1231
2023
Q2 		$252K Hold
4,925
– – ﹤0.01% 1174
2023
Q1 		$244K Hold
4,925
– – ﹤0.01% 1125
2022
Q4 		$264K Hold
4,925
– – ﹤0.01% 1000
2022
Q3 		$252K Hold
4,925
– – ﹤0.01% 965
2022
Q2 		$252K Hold
4,925
– – ﹤0.01% 953
2022
Q1 		$279K Hold
4,925
– – ﹤0.01% 910
2021
Q4 		$286K Buy
+4,925
New +$269K ﹤0.01% 893
2021
Q2 		$268K Hold
5,030
– – ﹤0.01% 812
2021
Q1 		$268K Hold
5,030
– – ﹤0.01% 812
2020
Q4 		$268K Hold
5,030
– – ﹤0.01% 812
2020
Q3 		$268K Hold
5,030
– – ﹤0.01% 812
2020
Q2 		$268K Hold
5,030
– – ﹤0.01% 812
2020
Q1 		$268K Hold
5,030
– – ﹤0.01% 812
2019
Q4 		$268K Hold
5,030
– – ﹤0.01% 812
2019
Q3 		$268K Hold
5,030
– – ﹤0.01% 812
2019
Q2 		$268K Hold
5,030
– – ﹤0.01% 812
2019
Q1 		$268K Buy
5,030
+155
+3% +$5.4K ﹤0.01% 812
2018
Q4 		$161K Buy
4,875
+805
+20% +$30.5K ﹤0.01% 643
2018
Q3 		$163K Buy
4,070
+2,770
+213% +$105K ﹤0.01% 549
2018
Q2 		$46K Hold
1,300
– – ﹤0.01% 648
2018
Q1 		$41K Hold
1,300
– – ﹤0.01% 590
2017
Q4 		$41K Hold
1,300
– – ﹤0.01% 566
2017
Q3 		$38K Hold
1,300
– – ﹤0.01% 570
2017
Q2 		$39K Hold
1,300
– – ﹤0.01% 511
2017
Q1 		$35K Hold
1,300
– – ﹤0.01% 515
2016
Q4 		$33K Hold
1,300
– – ﹤0.01% 504
2016
Q3 		$32K Sell
1,300
-500
-28% -$12.6K ﹤0.01% 488
2016
Q2 		$46K Buy
1,800
+500
+38% +$12.5K ﹤0.01% 380
2016
Q1 		$32K Buy
+1,300
New +$30.3K ﹤0.01% 392

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares US Healthcare Providers ETF (IHF) stake by 0.07% in Q1 2026, buying an estimated $137 and bringing the position to 4,218 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

Carson Wealth (CWM LLC) first reported a position in IHF in Q1 2016 and has held it in 40 quarters since. The position peaked at $286K in Q4 2021. 195 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,218 shares of iShares US Healthcare Providers ETF worth $177K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3 iShares US Healthcare Providers ETF shares in Q1 2026, an estimated $137.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2830 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Healthcare Providers ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Healthcare Providers ETF position peaked at $286K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

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