Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iQIYI IQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.9K Sell
2,890
-400
-12% -$690 ﹤0.01% 5110
2025
Q4 		$6K Buy
3,290
+400
+14% +$856 ﹤0.01% 4752
2025
Q3 		$7K Hold
2,890
– – ﹤0.01% 4623
2025
Q2 		$5K Hold
2,890
– – ﹤0.01% 4620
2025
Q1 		$7K Buy
2,890
+728
+34% +$1.6K ﹤0.01% 4289
2024
Q4 		$4K Sell
2,162
-1,800
-45% -$4.26K ﹤0.01% 4319
2024
Q3 		$11K Buy
3,962
+1,860
+88% +$5.4K ﹤0.01% 3737
2024
Q2 		$8K Hold
2,102
– – ﹤0.01% 3667
2024
Q1 		$9K Buy
2,102
+601
+40% +$2.31K ﹤0.01% 3400
2023
Q4 		$7K Buy
1,501
+316
+27% +$1.49K ﹤0.01% 3349
2023
Q3 		$6K Buy
1,185
+84
+8% +$438 ﹤0.01% 3374
2023
Q2 		$6K Buy
1,101
+253
+30% +$1.42K ﹤0.01% 3356
2023
Q1 		$6K Sell
848
-302
-26% -$2.07K ﹤0.01% 3211
2022
Q4 		$6K Sell
1,150
-106
-8% -$309 ﹤0.01% 3084
2022
Q3 		$3K Buy
1,256
+1,056
+528% +$3.92K ﹤0.01% 3313
2022
Q2 		$1K Sell
200
-292
-59% -$1.18K ﹤0.01% 3561
2022
Q1 		$2K Buy
492
+44
+10% +$184 ﹤0.01% 3186
2021
Q4 		$2K Buy
+448
New +$3.17K ﹤0.01% 3134
2021
Q2 		$3K Hold
200
– – ﹤0.01% 2529
2021
Q1 		$3K Hold
200
– – ﹤0.01% 2529
2020
Q4 		$3K Hold
200
– – ﹤0.01% 2529
2020
Q3 		$3K Hold
200
– – ﹤0.01% 2529
2020
Q2 		$3K Hold
200
– – ﹤0.01% 2528
2020
Q1 		$3K Hold
200
– – ﹤0.01% 2527
2019
Q4 		$3K Hold
200
– – ﹤0.01% 2526
2019
Q3 		$3K Hold
200
– – ﹤0.01% 2526
2019
Q2 		$3K Hold
200
– – ﹤0.01% 2526
2019
Q1 		$3K Buy
+200
New +$4.42K ﹤0.01% 2526
2018
Q4 		– Sell
-750
Closed -$20K – 2174
2018
Q3 		$20K Buy
+750
New +$22.3K ﹤0.01% 950

Other funds holding IQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iQIYI (IQ) stake by 12% in Q1 2026, selling an estimated $690 and leaving 2,890 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5110.

Carson Wealth (CWM LLC) first reported a position in IQ in Q3 2018 and has held it in 29 quarters since. The position peaked at $20K in Q3 2018. 130 funds tracked by Wall St. Rank hold IQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,890 shares of iQIYI worth $3.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 400 iQIYI shares in Q1 2026, an estimated $690.
  • iQIYI made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5110 holding.
  • Carson Wealth (CWM LLC) first reported a position in iQIYI in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s iQIYI position peaked at $20K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iQIYI as of Q1 2026.

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