Carson Wealth (CWM LLC)’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$947K	Sell	10,127 -233	-2%	-$22.8K	﹤0.01%	1568
2025 Q4	$1.01M	Buy	10,360 +295	+3%	+$27.9K	﹤0.01%	1494
2025 Q3	$892K	Sell	10,065 -249	-2%	-$21.5K	﹤0.01%	1483
2025 Q2	$888K	Buy	10,314 +157	+2%	+$13.5K	﹤0.01%	1304
2025 Q1	$926K	Buy	10,157 +255	+3%	+$23.2K	﹤0.01%	1171
2024 Q4	$851K	Buy	9,902 +2,625	+36%	+$243K	﹤0.01%	1168
2024 Q3	$714K	Buy	7,277 +52	+0.7%	+$5.04K	﹤0.01%	1180
2024 Q2	$671K	Hold	7,225	–	–	﹤0.01%	1080
2024 Q1	$673K	Hold	7,225	–	–	﹤0.01%	1015
2023 Q4	$627K	Sell	7,225 -77	-1%	-$6.38K	﹤0.01%	979
2023 Q3	$602K	Sell	7,302 -124	-2%	-$10.5K	﹤0.01%	924
2023 Q2	$631K	Sell	7,426 -259	-3%	-$22.1K	﹤0.01%	868
2023 Q1	$641K	Sell	7,685 -416	-5%	-$34.5K	﹤0.01%	814
2022 Q4	$688K	Hold	8,101	–	–	0.01%	711
2022 Q3	$610K	Buy	8,101 +439	+6%	+$35.5K	﹤0.01%	693
2022 Q2	$622K	Buy	7,662 +324	+4%	+$27.1K	﹤0.01%	682
2022 Q1	$643K	Hold	7,338	–	–	﹤0.01%	657
2021 Q4	$663K	Buy	+7,338	New	+$634K	﹤0.01%	661
2021 Q2	$610K	Hold	7,338	–	–	﹤0.01%	645
2021 Q1	$610K	Hold	7,338	–	–	﹤0.01%	645
2020 Q4	$610K	Hold	7,338	–	–	﹤0.01%	645
2020 Q3	$610K	Hold	7,338	–	–	﹤0.01%	645
2020 Q2	$610K	Hold	7,338	–	–	﹤0.01%	645
2020 Q1	$610K	Hold	7,338	–	–	﹤0.01%	645
2019 Q4	$610K	Hold	7,338	–	–	﹤0.01%	645
2019 Q3	$610K	Hold	7,338	–	–	﹤0.01%	645
2019 Q2	$610K	Hold	7,338	–	–	﹤0.01%	645
2019 Q1	$610K	Sell	7,338 -8,134	-53%	-$485K	﹤0.01%	645
2018 Q4	$876K	Buy	15,472 +14,632	+1,742%	+$876K	0.02%	382
2018 Q3	$53K	Hold	840	–	–	﹤0.01%	735
2018 Q2	$47K	Sell	840 -50	-6%	-$2.82K	﹤0.01%	642
2018 Q1	$50K	Hold	890	–	–	﹤0.01%	554
2017 Q4	$50K	Hold	890	–	–	﹤0.01%	534
2017 Q3	$50K	Hold	890	–	–	﹤0.01%	527
2017 Q2	$49K	Hold	890	–	–	﹤0.01%	483
2017 Q1	$46K	Buy	890 +50	+6%	+$2.5K	﹤0.01%	473
2016 Q4	$40K	Hold	840	–	–	﹤0.01%	482
2016 Q3	$42K	Hold	840	–	–	﹤0.01%	437
2016 Q2	$42K	Buy	840 +200	+31%	+$9.98K	﹤0.01%	388
2016 Q1	$31K	Buy	+640	New	+$30.5K	﹤0.01%	397

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Global Healthcare ETF (IXJ) stake by 2.2% in Q1 2026, selling an estimated $22.8K and leaving 10,127 shares worth $947K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Carson Wealth (CWM LLC) first reported a position in IXJ in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.01M in Q4 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Carson Wealth (CWM LLC) held 10,127 shares of iShares Global Healthcare ETF worth $947K as of Q1 2026.
Carson Wealth (CWM LLC) sold 233 iShares Global Healthcare ETF shares in Q1 2026, an estimated $22.8K.
iShares Global Healthcare ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1568 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Global Healthcare ETF in Q1 2016 and has held it in 40 quarters since.
Carson Wealth (CWM LLC)'s iShares Global Healthcare ETF position peaked at $1.01M in Q4 2025.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

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