Carson Wealth (CWM LLC)
INRO icon

Carson Wealth (CWM LLC)’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INRO Stock Details INRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-305
Closed -$8K – 5345
2025
Q1 		$8K Buy
+305
New +$8.45K ﹤0.01% 4248

Other funds holding INRO

SP
Stonebrook Private Northville, Michigan $470M AUM 21.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INRO Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of BlackRock US Industry Rotation ETF (INRO) in Q2 2025, closing a stake of 305 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in INRO in Q1 2025 and held it in 1 quarter. The position peaked at $8K in Q1 2025. 6 funds tracked by Wall St. Rank hold INRO as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining BlackRock US Industry Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 305 BlackRock US Industry Rotation ETF shares in Q2 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock US Industry Rotation ETF in Q1 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s BlackRock US Industry Rotation ETF position peaked at $8K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.