Carson Wealth (CWM LLC)’s iTeos Therapeutics ITOS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ITOS Stock Details ITOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,013	Closed	-$120K	–	5402
2025 Q2	$120K	Buy	12,013 +3,459	+40%	+$27.9K	﹤0.01%	2567
2025 Q1	$51K	Buy	8,554 +6,936	+429%	+$50.9K	﹤0.01%	2973
2024 Q4	$12K	Buy	1,618 +1,411	+682%	+$12.1K	﹤0.01%	3762
2024 Q3	$2K	Buy	207 +1	+0.5%	+$15	﹤0.01%	4408
2024 Q2	$3K	Buy	206 +115	+126%	+$1.65K	﹤0.01%	4081
2024 Q1	$1K	Sell	91 -44	-33%	-$479	﹤0.01%	4152
2023 Q4	$1K	Sell	135 -220	-62%	-$2.18K	﹤0.01%	3969
2023 Q3	$4K	Buy	355 +295	+492%	+$3.77K	﹤0.01%	3570
2023 Q2	$1K	Buy	60 +51	+567%	+$727	﹤0.01%	3980
2023 Q1	$0	Sell	9 -83	-90%	-$1.49K	﹤0.01%	4190
2022 Q4	$2K	Buy	92 +8	+10%	+$156	﹤0.01%	3571
2022 Q3	$2K	Buy	84 +75	+833%	+$1.73K	﹤0.01%	3476
2022 Q2	$0	Buy	+9	New	+$214	﹤0.01%	3942

Other funds holding ITOS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ITOS Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of iTeos Therapeutics (ITOS) in Q3 2025, closing a stake of 12,013 shares — an estimated $120K sold.

Carson Wealth (CWM LLC) first reported a position in ITOS in Q2 2022 and held it in 13 quarters. The position peaked at $120K in Q2 2025. 1 fund tracked by Wall St. Rank holds ITOS as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining iTeos Therapeutics position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 12,013 iTeos Therapeutics shares in Q3 2025, an estimated $120K.
Carson Wealth (CWM LLC) first reported a position in iTeos Therapeutics in Q2 2022 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s iTeos Therapeutics position peaked at $120K in Q2 2025.
1 fund tracked by Wall St. Rank held iTeos Therapeutics as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.