Carson Wealth (CWM LLC)’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Hold |
14,111
| – | – | ﹤0.01% | 1453 |
|
|
2025
Q4 | $1.3M | Hold |
14,111
| – | – | ﹤0.01% | 1353 |
|
|
2025
Q3 | $1.26M | Hold |
14,111
| – | – | ﹤0.01% | 1285 |
|
|
2025
Q2 | $1.21M | Sell |
14,111
-545
| -4% | -$43.2K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $1.15M | Buy |
14,656
+25
| +0.2% | +$2.01K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $1.14M | Sell |
14,631
-72
| -0.5% | -$5.55K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $1.04M | Sell |
14,703
-1,539
| -9% | -$106K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $1.06M | Buy |
16,242
+1,360
| +9% | +$88.3K | 0.01% | 861 |
|
|
2024
Q1 | $987K | Buy |
14,882
+599
| +4% | +$37.2K | ﹤0.01% | 859 |
|
|
2023
Q4 | $853K | Hold |
14,283
| – | – | ﹤0.01% | 871 |
|
|
2023
Q3 | $736K | Sell |
14,283
-762
| -5% | -$41.2K | ﹤0.01% | 852 |
|
|
2023
Q2 | $792K | Hold |
15,045
| – | – | ﹤0.01% | 792 |
|
|
2023
Q1 | $757K | Sell |
15,045
-1,575
| -9% | -$85.9K | 0.01% | 748 |
|
|
2022
Q4 | $873K | Sell |
16,620
-420
| -2% | -$22K | 0.01% | 655 |
|
|
2022
Q3 | $802K | Sell |
17,040
-14,580
| -46% | -$765K | 0.01% | 610 |
|
|
2022
Q2 | $1.56M | Buy |
31,620
+18,543
| +142% | +$1.01M | 0.01% | 446 |
|
|
2022
Q1 | $786K | Hold |
13,077
| – | – | 0.01% | 619 |
|
|
2021
Q4 | $842K | Buy |
+13,077
| New | +$853K | 0.01% | 611 |
|
|
2021
Q2 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2021
Q1 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2020
Q4 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2020
Q3 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2020
Q2 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2020
Q1 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2019
Q4 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2019
Q3 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2019
Q2 | $755K | Hold |
12,228
| – | – | 0.01% | 611 |
|
|
2019
Q1 | $755K | Sell |
12,228
-1,122
| -8% | -$46.5K | 0.01% | 611 |
|
|
2018
Q4 | $500K | Buy |
+13,350
| New | +$551K | 0.01% | 456 |
|
|
2018
Q2 | – | Sell |
-360
| Closed | -$16K | – | 1729 |
|
|
2018
Q1 | $16K | Hold |
360
| – | – | ﹤0.01% | 751 |
|
|
2017
Q4 | $16K | Hold |
360
| – | – | ﹤0.01% | 749 |
|
|
2017
Q3 | $14K | Sell |
360
-342
| -49% | -$13.1K | ﹤0.01% | 803 |
|
|
2017
Q2 | $27K | Sell |
702
-168
| -19% | -$6.11K | ﹤0.01% | 586 |
|
|
2017
Q1 | $32K | Buy |
870
+402
| +86% | +$14.8K | ﹤0.01% | 529 |
|
|
2016
Q4 | $17K | Buy |
+468
| New | +$15.3K | ﹤0.01% | 617 |
|
|
2015
Q4 | – | Sell |
-96
| Closed | -$3K | – | 723 |
|
|
2015
Q3 | $3K | Buy |
+96
| New | +$2.94K | ﹤0.01% | 553 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
Carson Wealth (CWM LLC)'s IYG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) held its iShares US Financial Services ETF (IYG) position steady in Q1 2026 at 14,111 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.
Carson Wealth (CWM LLC) first reported a position in IYG in Q3 2015 and has held it in 36 quarters since. The position peaked at $1.56M in Q2 2022. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.
- Carson Wealth (CWM LLC) held 14,111 shares of iShares US Financial Services ETF worth $1.17M as of Q1 2026.
- Carson Wealth (CWM LLC) left its iShares US Financial Services ETF share count unchanged in Q1 2026.
- iShares US Financial Services ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1453 holding.
- Carson Wealth (CWM LLC) first reported a position in iShares US Financial Services ETF in Q3 2015 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s iShares US Financial Services ETF position peaked at $1.56M in Q2 2022.
- 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.