Carson Wealth (CWM LLC)
IYH icon

Carson Wealth (CWM LLC)’s iShares US Healthcare ETF IYH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Sell
10,657
-6,000
-36% -$388K ﹤0.01% 1822
2025
Q4 		$1.08M Sell
16,657
-4
-0% -$252 ﹤0.01% 1448
2025
Q3 		$978K Buy
16,661
+144
+0.9% +$8.2K ﹤0.01% 1422
2025
Q2 		$933K Sell
16,517
-2,917
-15% -$165K ﹤0.01% 1272
2025
Q1 		$1.18M Sell
19,434
-2,175
-10% -$133K ﹤0.01% 1046
2024
Q4 		$1.26M Buy
21,609
+2,304
+12% +$142K 0.01% 961
2024
Q3 		$1.25M Sell
19,305
-194
-1% -$12.4K 0.01% 902
2024
Q2 		$1.2M Sell
19,499
-4,471
-19% -$269K 0.01% 812
2024
Q1 		$1.48M Buy
23,970
+2,445
+11% +$147K 0.01% 709
2023
Q4 		$1.23M Buy
21,525
+3,890
+22% +$212K 0.01% 723
2023
Q3 		$953K Buy
17,635
+225
+1% +$12.6K 0.01% 773
2023
Q2 		$976K Buy
17,410
+4,540
+35% +$252K 0.01% 729
2023
Q1 		$703K Buy
12,870
+1,075
+9% +$59K ﹤0.01% 781
2022
Q4 		$669K Sell
11,795
-170
-1% -$9.38K ﹤0.01% 717
2022
Q3 		$605K Sell
11,965
-15,500
-56% -$837K ﹤0.01% 697
2022
Q2 		$1.48M Buy
27,465
+17,760
+183% +$975K 0.01% 459
2022
Q1 		$561K Buy
9,705
+55
+0.6% +$3.07K ﹤0.01% 694
2021
Q4 		$580K Buy
+9,650
New +$551K ﹤0.01% 690
2021
Q2 		$499K Hold
9,150
– – ﹤0.01% 678
2021
Q1 		$499K Hold
9,150
– – ﹤0.01% 678
2020
Q4 		$499K Hold
9,150
– – ﹤0.01% 678
2020
Q3 		$499K Hold
9,150
– – ﹤0.01% 678
2020
Q2 		$499K Hold
9,150
– – ﹤0.01% 678
2020
Q1 		$499K Hold
9,150
– – ﹤0.01% 678
2019
Q4 		$499K Hold
9,150
– – ﹤0.01% 678
2019
Q3 		$499K Hold
9,150
– – ﹤0.01% 678
2019
Q2 		$499K Hold
9,150
– – ﹤0.01% 678
2019
Q1 		$499K Buy
9,150
+7,880
+620% +$299K ﹤0.01% 678
2018
Q4 		$46K Buy
1,270
+870
+218% +$33.3K ﹤0.01% 895
2018
Q3 		$16K Buy
400
+175
+78% +$6.75K ﹤0.01% 1014
2018
Q2 		$8K Hold
225
– – ﹤0.01% 1070
2018
Q1 		$8K Sell
225
-75
-25% -$2.7K ﹤0.01% 895
2017
Q4 		$10K Sell
300
-133,775
-100% -$4.64M ﹤0.01% 886
2017
Q3 		$4.61M Buy
134,075
+132,520
+8,522% +$4.47M 0.22% 85
2017
Q2 		$52K Sell
1,555
-166,820
-99% -$5.33M ﹤0.01% 471
2017
Q1 		$5.24M Buy
168,375
+167,610
+21,910% +$5.12M 0.3% 77
2016
Q4 		$22K Hold
765
– – ﹤0.01% 570
2016
Q3 		$23K Hold
765
– – ﹤0.01% 534
2016
Q2 		$23K Sell
765
-1,370
-64% -$40K ﹤0.01% 455
2016
Q1 		$60K Buy
+2,135
New +$59.1K 0.01% 325
2015
Q4 		– Sell
-90
Closed -$3K – 724
2015
Q3 		$3K Buy
+90
New +$2.8K ﹤0.01% 554

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares US Healthcare ETF (IYH) stake by 36% in Q1 2026, selling an estimated $388K and leaving 10,657 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Carson Wealth (CWM LLC) first reported a position in IYH in Q3 2015 and has held it in 41 quarters since. The position peaked at $5.24M in Q1 2017. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,657 shares of iShares US Healthcare ETF worth $657K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,000 iShares US Healthcare ETF shares in Q1 2026, an estimated $388K.
  • iShares US Healthcare ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1822 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Healthcare ETF in Q3 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Healthcare ETF position peaked at $5.24M in Q1 2017.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

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