Carson Wealth (CWM LLC)
IYZ icon

Carson Wealth (CWM LLC)’s iShares US Telecommunications ETF IYZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129K Buy
3,280
+622
+23% +$23.3K ﹤0.01% 3062
2025
Q4 		$90K Buy
2,658
+584
+28% +$19.1K ﹤0.01% 3149
2025
Q3 		$67K Hold
2,074
– – ﹤0.01% 3289
2025
Q2 		$62K Hold
2,074
– – ﹤0.01% 3106
2025
Q1 		$57K Sell
2,074
-510
-20% -$14.1K ﹤0.01% 2870
2024
Q4 		$69K Hold
2,584
– – ﹤0.01% 2546
2024
Q3 		$65K Sell
2,584
-1
-0% -$23 ﹤0.01% 2494
2024
Q2 		$56K Sell
2,585
-799
-24% -$16.9K ﹤0.01% 2400
2024
Q1 		$74K Sell
3,384
-427
-11% -$9.58K ﹤0.01% 2055
2023
Q4 		$87K Buy
3,811
+104
+3% +$2.23K ﹤0.01% 1840
2023
Q3 		$79K Hold
3,707
– – ﹤0.01% 1777
2023
Q2 		$82K Hold
3,707
– – ﹤0.01% 1673
2023
Q1 		$86K Buy
3,707
+1,727
+87% +$40.3K ﹤0.01% 1572
2022
Q4 		$44K Buy
1,980
+30
+2% +$670 ﹤0.01% 1806
2022
Q3 		$41K Hold
1,950
– – ﹤0.01% 1755
2022
Q2 		$49K Hold
1,950
– – ﹤0.01% 1641
2022
Q1 		$58K Hold
1,950
– – ﹤0.01% 1538
2021
Q4 		$64K Buy
+1,950
New +$62.8K ﹤0.01% 1479
2021
Q2 		$39K Hold
1,160
– – ﹤0.01% 1498
2021
Q1 		$39K Hold
1,160
– – ﹤0.01% 1498
2020
Q4 		$39K Hold
1,160
– – ﹤0.01% 1498
2020
Q3 		$39K Hold
1,160
– – ﹤0.01% 1498
2020
Q2 		$39K Hold
1,160
– – ﹤0.01% 1498
2020
Q1 		$39K Hold
1,160
– – ﹤0.01% 1498
2019
Q4 		$39K Hold
1,160
– – ﹤0.01% 1498
2019
Q3 		$39K Hold
1,160
– – ﹤0.01% 1498
2019
Q2 		$39K Hold
1,160
– – ﹤0.01% 1498
2019
Q1 		$39K Sell
1,160
-8,432
-88% -$241K ﹤0.01% 1498
2018
Q4 		$253K Buy
9,592
+6,432
+204% +$180K 0.01% 554
2018
Q3 		$94K Hold
3,160
– – ﹤0.01% 633
2018
Q2 		$87K Sell
3,160
-366
-10% -$10K ﹤0.01% 538
2018
Q1 		$95K Hold
3,526
– – ﹤0.01% 451
2017
Q4 		$104K Sell
3,526
-579
-14% -$17.2K ﹤0.01% 424
2017
Q3 		$125K Sell
4,105
-347
-8% -$10.9K 0.01% 386
2017
Q2 		$144K Sell
4,452
-326
-7% -$10.8K 0.01% 344
2017
Q1 		$155K Buy
4,778
+655
+16% +$22.3K 0.01% 318
2016
Q4 		$142K Buy
4,123
+463
+13% +$14.9K 0.01% 310
2016
Q3 		$118K Hold
3,660
– – 0.01% 316
2016
Q2 		$122K Sell
3,660
-133
-4% -$4.16K 0.01% 287
2016
Q1 		$117K Buy
+3,793
New +$107K 0.01% 265

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares US Telecommunications ETF (IYZ) stake by 23% in Q1 2026, buying an estimated $23.3K and bringing the position to 3,280 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Carson Wealth (CWM LLC) first reported a position in IYZ in Q1 2016 and has held it in 40 quarters since. The position peaked at $253K in Q4 2018. 176 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,280 shares of iShares US Telecommunications ETF worth $129K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 622 iShares US Telecommunications ETF shares in Q1 2026, an estimated $23.3K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3062 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Telecommunications ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Telecommunications ETF position peaked at $253K in Q4 2018.
  • 176 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

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