Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Medical Devices ETF IHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$875K Sell
16,392
-476
-3% -$28K ﹤0.01% 1625
2025
Q4 		$1.05M Sell
16,868
-1,216
-7% -$75.1K ﹤0.01% 1469
2025
Q3 		$1.09M Sell
18,084
-6,957
-28% -$426K ﹤0.01% 1357
2025
Q2 		$1.57M Sell
25,041
-63
-0.3% -$3.79K 0.01% 1044
2025
Q1 		$1.51M Buy
25,104
+30
+0.1% +$1.86K 0.01% 935
2024
Q4 		$1.46M Buy
25,074
+7,635
+44% +$454K 0.01% 909
2024
Q3 		$1.03M Sell
17,439
-372
-2% -$21.2K ﹤0.01% 1010
2024
Q2 		$998K Buy
17,811
+1,138
+7% +$63.7K ﹤0.01% 886
2024
Q1 		$977K Sell
16,673
-4,529
-21% -$256K ﹤0.01% 863
2023
Q4 		$1.14M Buy
21,202
+1,458
+7% +$71.2K 0.01% 750
2023
Q3 		$958K Buy
19,744
+6,918
+54% +$368K 0.01% 769
2023
Q2 		$724K Buy
12,826
+344
+3% +$18.9K ﹤0.01% 822
2023
Q1 		$674K Buy
12,482
+24
+0.2% +$1.28K ﹤0.01% 790
2022
Q4 		$655K Sell
12,458
-963
-7% -$48.9K ﹤0.01% 723
2022
Q3 		$633K Sell
13,421
-2,144
-14% -$111K 0.01% 686
2022
Q2 		$785K Sell
15,565
-3,945
-20% -$215K 0.01% 616
2022
Q1 		$1.19M Sell
19,510
-2,544
-12% -$152K 0.01% 520
2021
Q4 		$1.45M Buy
+22,054
New +$1.41M 0.01% 505
2021
Q2 		$1.57M Hold
26,064
– – 0.01% 491
2021
Q1 		$1.57M Hold
26,064
– – 0.01% 491
2020
Q4 		$1.57M Hold
26,064
– – 0.01% 491
2020
Q3 		$1.57M Hold
26,064
– – 0.01% 491
2020
Q2 		$1.57M Hold
26,064
– – 0.01% 491
2020
Q1 		$1.57M Hold
26,064
– – 0.01% 491
2019
Q4 		$1.57M Hold
26,064
– – 0.01% 491
2019
Q3 		$1.57M Hold
26,064
– – 0.01% 491
2019
Q2 		$1.57M Hold
26,064
– – 0.01% 491
2019
Q1 		$1.57M Buy
26,064
+5,634
+28% +$205K 0.01% 491
2018
Q4 		$680K Buy
20,430
+8,010
+64% +$277K 0.02% 409
2018
Q3 		$471K Buy
+12,420
New +$441K 0.01% 395

Other funds holding IHI

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares US Medical Devices ETF (IHI) stake by 2.8% in Q1 2026, selling an estimated $28K and leaving 16,392 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Carson Wealth (CWM LLC) first reported a position in IHI in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.57M in Q2 2025. 508 funds tracked by Wall St. Rank hold IHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,392 shares of iShares US Medical Devices ETF worth $875K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 476 iShares US Medical Devices ETF shares in Q1 2026, an estimated $28K.
  • iShares US Medical Devices ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1625 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Medical Devices ETF position peaked at $1.57M in Q2 2025.
  • 508 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2026.

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