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
2022 Q1	–	Sell	-600	Closed	-$2K	–	3674
2021 Q4	$2K	Buy	+600	New	+$38.4K	﹤0.01%	3129
2021 Q2	$1K	Hold	600	–	–	﹤0.01%	2806
2021 Q1	$1K	Hold	600	–	–	﹤0.01%	2806
2020 Q4	$1K	Hold	600	–	–	﹤0.01%	2806
2020 Q3	$1K	Hold	600	–	–	﹤0.01%	2805
2020 Q2	$1K	Hold	600	–	–	﹤0.01%	2805
2020 Q1	$1K	Hold	600	–	–	﹤0.01%	2804
2019 Q4	$1K	Hold	600	–	–	﹤0.01%	2804
2019 Q3	$1K	Hold	600	–	–	﹤0.01%	2804
2019 Q2	$1K	Hold	600	–	–	﹤0.01%	2804
2019 Q1	$1K	Buy	+600	New	+$21.8K	﹤0.01%	2803

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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. 505 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.
505 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.