Carson Wealth (CWM LLC)
IYW icon

Carson Wealth (CWM LLC)’s iShares US Technology ETF IYW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.7M Sell
69,802
-58,026
-45% -$11.2M 0.03% 463
2025
Q4 		$25.5M Sell
127,828
-5,380
-4% -$1.08M 0.07% 254
2025
Q3 		$26.1M Sell
133,208
-773,185
-85% -$141M 0.08% 215
2025
Q2 		$157M Sell
906,393
-141,320
-13% -$21.4M 0.55% 37
2025
Q1 		$147M Sell
1,047,713
-32,204
-3% -$5.02M 0.59% 33
2024
Q4 		$172M Sell
1,079,917
-24,085
-2% -$3.81M 0.71% 29
2024
Q3 		$167M Sell
1,104,002
-28,406
-3% -$4.18M 0.72% 27
2024
Q2 		$170M Sell
1,132,408
-41,395
-4% -$5.72M 0.8% 24
2024
Q1 		$159M Buy
1,173,803
+95,066
+9% +$12.4M 0.77% 26
2023
Q4 		$132M Buy
1,078,737
+360,020
+50% +$40.8M 0.71% 28
2023
Q3 		$75.4M Sell
718,717
-947,192
-57% -$103M 0.46% 41
2023
Q2 		$181M Buy
1,665,909
+9,652
+0.6% +$948K 1.12% 17
2023
Q1 		$154M Buy
1,656,257
+27,633
+2% +$2.32M 1.04% 15
2022
Q4 		$121M Buy
1,628,624
+1,609,436
+8,388% +$123M 0.89% 19
2022
Q3 		$1.41M Sell
19,188
-7,010
-27% -$594K 0.01% 471
2022
Q2 		$2.1M Buy
26,198
+13,527
+107% +$1.2M 0.02% 403
2022
Q1 		$1.31M Sell
12,671
-120
-0.9% -$12.3K 0.01% 500
2021
Q4 		$1.47M Buy
+12,791
New +$1.42M 0.01% 502
2021
Q2 		$1.31M Hold
13,146
– – 0.01% 522
2021
Q1 		$1.31M Hold
13,146
– – 0.01% 522
2020
Q4 		$1.31M Sell
13,146
-39,438
-75% -$3.15M 0.01% 522
2020
Q3 		$1.31M Hold
52,584
– – 0.01% 522
2020
Q2 		$1.31M Hold
52,584
– – 0.01% 522
2020
Q1 		$1.31M Hold
52,584
– – 0.01% 522
2019
Q4 		$1.31M Hold
52,584
– – 0.01% 522
2019
Q3 		$1.31M Hold
52,584
– – 0.01% 522
2019
Q2 		$1.31M Hold
52,584
– – 0.01% 522
2019
Q1 		$1.31M Sell
52,584
-66,652
-56% -$2.96M 0.01% 522
2018
Q4 		$4.77M Buy
119,236
+8,292
+7% +$359K 0.12% 160
2018
Q3 		$5.38M Buy
110,944
+456
+0.4% +$21.6K 0.14% 152
2018
Q2 		$4.92M Sell
110,488
-6,080
-5% -$269K 0.16% 121
2018
Q1 		$4.9M Sell
116,568
-4,360
-4% -$188K 0.19% 101
2017
Q4 		$4.92M Sell
120,928
-12,380
-9% -$496K 0.22% 89
2017
Q3 		$5M Sell
133,308
-18,908
-12% -$693K 0.24% 80
2017
Q2 		$5.32M Sell
152,216
-35,992
-19% -$1.26M 0.27% 77
2017
Q1 		$6.36M Sell
188,208
-82,440
-30% -$2.68M 0.36% 60
2016
Q4 		$8.14M Buy
270,648
+269,872
+34,777% +$8.05M 0.5% 56
2016
Q3 		$23K Buy
776
+200
+35% +$5.73K ﹤0.01% 535
2016
Q2 		$15K Sell
576
-148
-20% -$3.91K ﹤0.01% 500
2016
Q1 		$20K Buy
+724
New +$18.3K ﹤0.01% 440

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares US Technology ETF (IYW) stake by 45% in Q1 2026, selling an estimated $11.2M and leaving 69,802 shares worth $12.7M. The position accounts for 0.03% of the portfolio, ranked #463.

Carson Wealth (CWM LLC) first reported a position in IYW in Q1 2016 and has held it in 40 quarters since. The position peaked at $181M in Q2 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 69,802 shares of iShares US Technology ETF worth $12.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 58,026 iShares US Technology ETF shares in Q1 2026, an estimated $11.2M.
  • iShares US Technology ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #463 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Technology ETF position peaked at $181M in Q2 2023.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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