Carson Wealth (CWM LLC)
IYY icon

Carson Wealth (CWM LLC)’s iShares Dow Jones US ETF IYY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$457K Buy
2,887
+118
+4% +$19.5K ﹤0.01% 2086
2025
Q4 		$459K Sell
2,769
-14
-0.5% -$2.3K ﹤0.01% 1978
2025
Q3 		$452K Hold
2,783
– – ﹤0.01% 1860
2025
Q2 		$420K Buy
2,783
+1
+0% +$139 ﹤0.01% 1671
2025
Q1 		$379K Hold
2,782
– – ﹤0.01% 1566
2024
Q4 		$398K Hold
2,782
– – ﹤0.01% 1475
2024
Q3 		$388K Hold
2,782
– – ﹤0.01% 1424
2024
Q2 		$368K Hold
2,782
– – ﹤0.01% 1309
2024
Q1 		$356K Sell
2,782
-190
-6% -$23.1K ﹤0.01% 1257
2023
Q4 		$346K Buy
2,972
+8
+0.3% +$870 ﹤0.01% 1203
2023
Q3 		$310K Hold
2,964
– – ﹤0.01% 1146
2023
Q2 		$321K Buy
2,964
+1,190
+67% +$122K ﹤0.01% 1084
2023
Q1 		$178K Buy
1,774
+800
+82% +$78.2K ﹤0.01% 1235
2022
Q4 		$91K Sell
974
-130
-12% -$12.2K ﹤0.01% 1422
2022
Q3 		$97K Sell
1,104
-14
-1% -$1.36K ﹤0.01% 1339
2022
Q2 		$103K Buy
1,118
+534
+91% +$53.6K ﹤0.01% 1306
2022
Q1 		$65K Hold
584
– – ﹤0.01% 1488
2021
Q4 		$69K Buy
+584
New +$67.1K ﹤0.01% 1448
2021
Q2 		$62K Hold
570
– – ﹤0.01% 1309
2021
Q1 		$62K Hold
570
– – ﹤0.01% 1309
2020
Q4 		$62K Sell
570
-570
-50% -$50.7K ﹤0.01% 1309
2020
Q3 		$62K Hold
1,140
– – ﹤0.01% 1309
2020
Q2 		$62K Hold
1,140
– – ﹤0.01% 1309
2020
Q1 		$62K Hold
1,140
– – ﹤0.01% 1309
2019
Q4 		$62K Hold
1,140
– – ﹤0.01% 1309
2019
Q3 		$62K Hold
1,140
– – ﹤0.01% 1309
2019
Q2 		$62K Hold
1,140
– – ﹤0.01% 1309
2019
Q1 		$62K Buy
+1,140
New +$77.4K ﹤0.01% 1309

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Dow Jones US ETF (IYY) stake by 4.3% in Q1 2026, buying an estimated $19.5K and bringing the position to 2,887 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Carson Wealth (CWM LLC) first reported a position in IYY in Q1 2019 and has held it in 28 quarters since. The position peaked at $459K in Q4 2025. 278 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,887 shares of iShares Dow Jones US ETF worth $457K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 118 iShares Dow Jones US ETF shares in Q1 2026, an estimated $19.5K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2086 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Dow Jones US ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Dow Jones US ETF position peaked at $459K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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