Carson Wealth (CWM LLC)
IYJ icon

Carson Wealth (CWM LLC)’s iShares US Industrials ETF IYJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$982K Buy
6,654
+266
+4% +$41.2K ﹤0.01% 1547
2025
Q4 		$946K Hold
6,388
– – ﹤0.01% 1528
2025
Q3 		$932K Sell
6,388
-325
-5% -$47.1K ﹤0.01% 1452
2025
Q2 		$955K Hold
6,713
– – ﹤0.01% 1257
2025
Q1 		$874K Sell
6,713
-441
-6% -$59.8K ﹤0.01% 1202
2024
Q4 		$955K Buy
7,154
+781
+12% +$107K ﹤0.01% 1110
2024
Q3 		$852K Sell
6,373
-4
-0.1% -$503 ﹤0.01% 1124
2024
Q2 		$762K Buy
6,377
+14
+0.2% +$1.71K ﹤0.01% 1037
2024
Q1 		$800K Buy
6,363
+140
+2% +$16.5K ﹤0.01% 950
2023
Q4 		$712K Buy
6,223
+74
+1% +$7.74K ﹤0.01% 939
2023
Q3 		$620K Sell
6,149
-4
-0.1% -$425 ﹤0.01% 915
2023
Q2 		$652K Buy
6,153
+38
+0.6% +$3.8K ﹤0.01% 857
2023
Q1 		$612K Sell
6,115
-349
-5% -$34.9K ﹤0.01% 826
2022
Q4 		$624K Hold
6,464
– – ﹤0.01% 736
2022
Q3 		$542K Hold
6,464
– – ﹤0.01% 726
2022
Q2 		$570K Hold
6,464
– – ﹤0.01% 701
2022
Q1 		$681K Hold
6,464
– – ﹤0.01% 649
2021
Q4 		$729K Buy
+6,464
New +$717K 0.01% 636
2021
Q2 		$718K Hold
6,464
– – 0.01% 619
2021
Q1 		$718K Hold
6,464
– – 0.01% 619
2020
Q4 		$718K Sell
6,464
-6,464
-50% -$590K 0.01% 619
2020
Q3 		$718K Hold
12,928
– – 0.01% 619
2020
Q2 		$718K Hold
12,928
– – 0.01% 619
2020
Q1 		$718K Hold
12,928
– – 0.01% 619
2019
Q4 		$718K Hold
12,928
– – 0.01% 619
2019
Q3 		$718K Hold
12,928
– – 0.01% 619
2019
Q2 		$718K Hold
12,928
– – 0.01% 619
2019
Q1 		$718K Buy
12,928
+1,664
+15% +$120K 0.01% 619
2018
Q4 		$724K Sell
11,264
-51,690
-82% -$3.63M 0.02% 403
2018
Q3 		$4.92M Buy
62,954
+636
+1% +$48.3K 0.13% 162
2018
Q2 		$4.48M Buy
62,318
+1,616
+3% +$118K 0.15% 131
2018
Q1 		$4.4M Sell
60,702
-888
-1% -$66.8K 0.17% 108
2017
Q4 		$4.54M Buy
61,590
+60,102
+4,039% +$4.29M 0.2% 96
2017
Q3 		$103K Sell
1,488
-342
-19% -$22.9K ﹤0.01% 413
2017
Q2 		$120K Sell
1,830
-78
-4% -$5.04K 0.01% 369
2017
Q1 		$120K Sell
1,908
-129,582
-99% -$8.1M 0.01% 347
2016
Q4 		$7.93M Buy
131,490
+128,476
+4,263% +$7.52M 0.49% 57
2016
Q3 		$172K Hold
3,014
– – 0.01% 275
2016
Q2 		$166K Sell
3,014
-2,816
-48% -$153K 0.01% 255
2016
Q1 		$312K Buy
+5,830
New +$290K 0.03% 208
2015
Q4 		– Sell
-770
Closed -$37K – 725
2015
Q3 		$37K Buy
+770
New +$39.3K ﹤0.01% 311

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares US Industrials ETF (IYJ) stake by 4.2% in Q1 2026, buying an estimated $41.2K and bringing the position to 6,654 shares worth $982K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Carson Wealth (CWM LLC) first reported a position in IYJ in Q3 2015 and has held it in 41 quarters since. The position peaked at $7.93M in Q4 2016. 330 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,654 shares of iShares US Industrials ETF worth $982K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 266 iShares US Industrials ETF shares in Q1 2026, an estimated $41.2K.
  • iShares US Industrials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1547 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Industrials ETF in Q3 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Industrials ETF position peaked at $7.93M in Q4 2016.
  • 330 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

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