Carson Wealth (CWM LLC)
IOO icon

Carson Wealth (CWM LLC)’s iShares Global 100 ETF IOO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Sell
1,197
-82
-6% -$10.3K ﹤0.01% 2983
2025
Q4 		$162K Buy
1,279
+85
+7% +$10.6K ﹤0.01% 2731
2025
Q3 		$143K Hold
1,194
– – ﹤0.01% 2706
2025
Q2 		$129K Buy
1,194
+7
+0.6% +$695 ﹤0.01% 2503
2025
Q1 		$114K Hold
1,187
– – ﹤0.01% 2327
2024
Q4 		$120K Buy
1,187
+4
+0.3% +$402 ﹤0.01% 2165
2024
Q3 		$117K Sell
1,183
-20
-2% -$1.93K ﹤0.01% 2107
2024
Q2 		$116K Buy
1,203
+7
+0.6% +$642 ﹤0.01% 1874
2024
Q1 		$107K Buy
1,196
+21
+2% +$1.78K ﹤0.01% 1841
2023
Q4 		$95K Buy
1,175
+348
+42% +$26.6K ﹤0.01% 1801
2023
Q3 		$61K Sell
827
-363
-31% -$27.5K ﹤0.01% 1944
2023
Q2 		$91K Sell
1,190
-382
-24% -$27.9K ﹤0.01% 1616
2023
Q1 		$110K Sell
1,572
-812
-34% -$54.5K ﹤0.01% 1444
2022
Q4 		$153K Sell
2,384
-1,276
-35% -$81.9K ﹤0.01% 1201
2022
Q3 		$218K Buy
3,660
+2,273
+164% +$151K ﹤0.01% 1014
2022
Q2 		$89K Hold
1,387
– – ﹤0.01% 1364
2022
Q1 		$105K Hold
1,387
– – ﹤0.01% 1306
2021
Q4 		$108K Buy
+1,387
New +$105K ﹤0.01% 1263
2021
Q2 		$98K Hold
1,387
– – ﹤0.01% 1148
2021
Q1 		$98K Hold
1,387
– – ﹤0.01% 1148
2020
Q4 		$98K Hold
1,387
– – ﹤0.01% 1148
2020
Q3 		$98K Hold
1,387
– – ﹤0.01% 1148
2020
Q2 		$98K Hold
1,387
– – ﹤0.01% 1148
2020
Q1 		$98K Hold
1,387
– – ﹤0.01% 1148
2019
Q4 		$98K Hold
1,387
– – ﹤0.01% 1148
2019
Q3 		$98K Hold
1,387
– – ﹤0.01% 1148
2019
Q2 		$98K Hold
1,387
– – ﹤0.01% 1148
2019
Q1 		$98K Sell
1,387
-713
-34% -$32.5K ﹤0.01% 1148
2018
Q4 		$89K Buy
+2,100
New +$95.7K ﹤0.01% 749

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 IOO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares Global 100 ETF (IOO) stake by 6.4% in Q1 2026, selling an estimated $10.3K and leaving 1,197 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2983.

Carson Wealth (CWM LLC) first reported a position in IOO in Q4 2018 and has held it in 29 quarters since. The position peaked at $218K in Q3 2022. 357 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,197 shares of iShares Global 100 ETF worth $145K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 82 iShares Global 100 ETF shares in Q1 2026, an estimated $10.3K.
  • iShares Global 100 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2983 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global 100 ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Global 100 ETF position peaked at $218K in Q3 2022.
  • 357 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

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