Carson Wealth (CWM LLC)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$660K	Sell	6,810 -184	-3%	-$18.8K	﹤0.01%	1818
2025 Q4	$721K	Buy	6,994 +181	+3%	+$18.6K	﹤0.01%	1691
2025 Q3	$714K	Buy	6,813 +1	+0%	+$102	﹤0.01%	1593
2025 Q2	$679K	Sell	6,812 -55	-0.8%	-$5.1K	﹤0.01%	1455
2025 Q1	$607K	Sell	6,867 -119	-2%	-$11.4K	﹤0.01%	1381
2024 Q4	$672K	Buy	6,986 +301	+5%	+$28.1K	﹤0.01%	1268
2024 Q3	$588K	Buy	6,685 +2	+0%	+$165	﹤0.01%	1254
2024 Q2	$543K	Buy	6,683 +160	+2%	+$12.7K	﹤0.01%	1160
2024 Q1	$535K	Buy	6,523 +1	+0%	+$78	﹤0.01%	1108
2023 Q4	$494K	Buy	6,522 +348	+6%	+$24.3K	﹤0.01%	1065
2023 Q3	$413K	Buy	6,174 +149	+2%	+$10.5K	﹤0.01%	1043
2023 Q2	$429K	Hold	6,025	–	–	﹤0.01%	987
2023 Q1	$390K	Buy	6,025 +639	+12%	+$40.1K	﹤0.01%	966
2022 Q4	$307K	Sell	5,386 -20	-0.4%	-$1.2K	﹤0.01%	945
2022 Q3	$315K	Buy	5,406 +12	+0.2%	+$764	﹤0.01%	898
2022 Q2	$306K	Buy	5,394 +8	+0.1%	+$517	﹤0.01%	884
2022 Q1	$404K	Buy	5,386 +32	+0.6%	+$2.41K	﹤0.01%	788
2021 Q4	$450K	Buy	+5,354	New	+$443K	﹤0.01%	758
2021 Q2	$450K	Hold	5,800	–	–	﹤0.01%	699
2021 Q1	$450K	Hold	5,800	–	–	﹤0.01%	699
2020 Q4	$450K	Sell	5,800 -17,400	-75%	-$1.16M	﹤0.01%	699
2020 Q3	$450K	Hold	23,200	–	–	﹤0.01%	699
2020 Q2	$450K	Hold	23,200	–	–	﹤0.01%	699
2020 Q1	$450K	Hold	23,200	–	–	﹤0.01%	699
2019 Q4	$450K	Hold	23,200	–	–	﹤0.01%	699
2019 Q3	$450K	Hold	23,200	–	–	﹤0.01%	699
2019 Q2	$450K	Hold	23,200	–	–	﹤0.01%	699
2019 Q1	$450K	Buy	23,200 +13,276	+134%	+$653K	﹤0.01%	699
2018 Q4	$449K	Buy	9,924 +9,676	+3,902%	+$470K	0.01%	470
2018 Q3	$13K	Hold	248	–	–	﹤0.01%	1083
2018 Q2	$12K	Hold	248	–	–	﹤0.01%	954
2018 Q1	$11K	Sell	248 -820	-77%	-$38.6K	﹤0.01%	830
2017 Q4	$48K	Sell	1,068 -272	-20%	-$11.6K	﹤0.01%	539
2017 Q3	$55K	Sell	1,340 -119,904	-99%	-$4.92M	﹤0.01%	502
2017 Q2	$4.97M	Buy	121,244 +121,204	+303,010%	+$4.99M	0.25%	82
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	990
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	987
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	951
2016 Q2	$1K	Sell	40 -76	-66%	-$2.74K	﹤0.01%	748
2016 Q1	$4K	Sell	116 -172	-60%	-$5.93K	﹤0.01%	624
2015 Q4	$10K	Sell	288 -380	-57%	-$13.8K	﹤0.01%	469
2015 Q3	$23K	Sell	668 -184,436	-100%	-$6.65M	﹤0.01%	354
2015 Q2	$6.62M	Buy	185,104 +16,432	+10%	+$594K	0.64%	65
2015 Q1	$6.08M	Buy	168,672 +21,380	+15%	+$753K	0.62%	61
2014 Q4	$5.07M	Sell	147,292 -9,080	-6%	-$294K	0.62%	51
2014 Q3	$4.87M	Buy	156,372 +2,032	+1%	+$63.6K	0.71%	40
2014 Q2	$4.76M	Buy	+154,340	New	+$4.65M	0.85%	37

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares US Consumer Discretionary ETF (IYC) stake by 2.6% in Q1 2026, selling an estimated $18.8K and leaving 6,810 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Carson Wealth (CWM LLC) first reported a position in IYC in Q2 2014 and has held it in 47 quarters since. The position peaked at $6.62M in Q2 2015. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Carson Wealth (CWM LLC) held 6,810 shares of iShares US Consumer Discretionary ETF worth $660K as of Q1 2026.
Carson Wealth (CWM LLC) sold 184 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $18.8K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1818 holding.
Carson Wealth (CWM LLC) first reported a position in iShares US Consumer Discretionary ETF in Q2 2014 and has held it in 47 quarters since.
Carson Wealth (CWM LLC)'s iShares US Consumer Discretionary ETF position peaked at $6.62M in Q2 2015.
251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

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