Carson Wealth (CWM LLC)
IIIN icon

Carson Wealth (CWM LLC)’s Insteel Industries IIIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150K Sell
4,473
-1,122
-20% -$38.5K ﹤0.01% 2955
2025
Q4 		$177K Sell
5,595
-3,021
-35% -$98.6K ﹤0.01% 2665
2025
Q3 		$330K Buy
8,616
+3,728
+76% +$141K ﹤0.01% 2050
2025
Q2 		$182K Buy
4,888
+144
+3% +$4.81K ﹤0.01% 2255
2025
Q1 		$125K Buy
4,744
+2,853
+151% +$79.2K ﹤0.01% 2238
2024
Q4 		$51K Buy
1,891
+1,421
+302% +$41.3K ﹤0.01% 2784
2024
Q3 		$15K Buy
470
+242
+106% +$7.74K ﹤0.01% 3543
2024
Q2 		$7K Buy
228
+78
+52% +$2.56K ﹤0.01% 3714
2024
Q1 		$6K Sell
150
-2
-1% -$71 ﹤0.01% 3579
2023
Q4 		$6K Buy
152
+16
+12% +$529 ﹤0.01% 3434
2023
Q3 		$4K Hold
136
– – ﹤0.01% 3568
2023
Q2 		$4K Buy
136
+127
+1,411% +$3.76K ﹤0.01% 3533
2023
Q1 		$0 Hold
9
– – ﹤0.01% 4185
2022
Q4 		$0 Sell
9
-19
-68% -$520 ﹤0.01% 4097
2022
Q3 		$1K Sell
28
-77
-73% -$2.39K ﹤0.01% 3670
2022
Q2 		$4K Hold
105
– – ﹤0.01% 3090
2022
Q1 		$4K Hold
105
– – ﹤0.01% 2934
2021
Q4 		$4K Buy
+105
New +$4.26K ﹤0.01% 2842

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Insteel Industries (IIIN) stake by 20% in Q1 2026, selling an estimated $38.5K and leaving 4,473 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Carson Wealth (CWM LLC) first reported a position in IIIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $330K in Q3 2025. 201 funds tracked by Wall St. Rank hold IIIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,473 shares of Insteel Industries worth $150K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,122 Insteel Industries shares in Q1 2026, an estimated $38.5K.
  • Insteel Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2955 holding.
  • Carson Wealth (CWM LLC) first reported a position in Insteel Industries in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Insteel Industries position peaked at $330K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Insteel Industries as of Q1 2026.

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