Carson Wealth (CWM LLC)
IWTR

Carson Wealth (CWM LLC)’s iShares MSCI Water Management Multisector ETF IWTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IWTR Stock Details IWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-300
Closed -$10K – 5404
2025
Q2 		$10K Hold
300
– – ﹤0.01% 4294
2025
Q1 		$9K Hold
300
– – ﹤0.01% 4164
2024
Q4 		$9K Hold
300
– – ﹤0.01% 3931
2024
Q3 		$10K Hold
300
– – ﹤0.01% 3788
2024
Q2 		$9K Hold
300
– – ﹤0.01% 3606
2024
Q1 		$9K Hold
300
– – ﹤0.01% 3401
2023
Q4 		$9K Buy
+300
New +$8.13K ﹤0.01% 3245

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

Carson Wealth (CWM LLC) sold out of iShares MSCI Water Management Multisector ETF (IWTR) in Q3 2025, closing a stake of 300 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in IWTR in Q4 2023 and held it in 7 quarters. The position peaked at $10K in Q2 2025. 0 funds tracked by Wall St. Rank hold IWTR as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI Water Management Multisector ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 300 iShares MSCI Water Management Multisector ETF shares in Q3 2025, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Water Management Multisector ETF in Q4 2023 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s iShares MSCI Water Management Multisector ETF position peaked at $10K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held iShares MSCI Water Management Multisector ETF as of Q3 2025.

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