Carson Wealth (CWM LLC)
IYT icon

Carson Wealth (CWM LLC)’s iShares US Transportation ETF IYT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.8K Hold
480
– – ﹤0.01% 4038
2025
Q4 		$36K Buy
480
+244
+103% +$17.7K ﹤0.01% 3831
2025
Q3 		$17K Sell
236
-68
-22% -$4.79K ﹤0.01% 4219
2025
Q2 		$21K Hold
304
– – ﹤0.01% 3876
2025
Q1 		$19K Sell
304
-156
-34% -$10.8K ﹤0.01% 3712
2024
Q4 		$31K Buy
460
+212
+85% +$15K ﹤0.01% 3146
2024
Q3 		$17K Hold
248
– – ﹤0.01% 3462
2024
Q2 		$16K Hold
248
– – ﹤0.01% 3265
2024
Q1 		$17K Hold
248
– – ﹤0.01% 3013
2023
Q4 		$16K Hold
248
– – ﹤0.01% 2910
2023
Q3 		$14K Hold
248
– – ﹤0.01% 2920
2023
Q2 		$15K Hold
248
– – ﹤0.01% 2817
2023
Q1 		$14K Hold
248
– – ﹤0.01% 2743
2022
Q4 		$13K Hold
248
– – ﹤0.01% 2649
2022
Q3 		$12K Hold
248
– – ﹤0.01% 2571
2022
Q2 		$13K Hold
248
– – ﹤0.01% 2423
2022
Q1 		$17K Hold
248
– – ﹤0.01% 2177
2021
Q4 		$17K Buy
+248
New +$16.6K ﹤0.01% 2078
2021
Q2 		$22K Hold
332
– – ﹤0.01% 1750
2021
Q1 		$22K Hold
332
– – ﹤0.01% 1750
2020
Q4 		$22K Hold
332
– – ﹤0.01% 1750
2020
Q3 		$22K Hold
332
– – ﹤0.01% 1750
2020
Q2 		$22K Hold
332
– – ﹤0.01% 1750
2020
Q1 		$22K Hold
332
– – ﹤0.01% 1750
2019
Q4 		$22K Hold
332
– – ﹤0.01% 1750
2019
Q3 		$22K Hold
332
– – ﹤0.01% 1750
2019
Q2 		$22K Hold
332
– – ﹤0.01% 1750
2019
Q1 		$22K Sell
332
-728
-69% -$33.1K ﹤0.01% 1750
2018
Q4 		$44K Hold
1,060
– – ﹤0.01% 906
2018
Q3 		$54K Buy
1,060
+48
+5% +$2.4K ﹤0.01% 732
2018
Q2 		$47K Buy
+1,012
New +$48.4K ﹤0.01% 644
2016
Q1 		– Sell
-14,664
Closed -$494K – 781
2015
Q4 		$494K Buy
+14,664
New +$526K 0.05% 176

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 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

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

Carson Wealth (CWM LLC) held its iShares US Transportation ETF (IYT) position steady in Q1 2026 at 480 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

Carson Wealth (CWM LLC) first reported a position in IYT in Q4 2015 and has held it in 32 quarters since. The position peaked at $494K in Q4 2015. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 480 shares of iShares US Transportation ETF worth $35.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares US Transportation ETF share count unchanged in Q1 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4038 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Transportation ETF in Q4 2015 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Transportation ETF position peaked at $494K in Q4 2015.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

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