Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Semiconductor ETF SOXX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Buy
8,071
+2,273
+39% +$776K 0.01% 1076
2025
Q4 		$1.75M Sell
5,798
-149
-3% -$43.9K ﹤0.01% 1205
2025
Q3 		$1.61M Buy
5,947
+1,101
+23% +$275K ﹤0.01% 1183
2025
Q2 		$1.16M Buy
4,846
+49
+1% +$9.82K ﹤0.01% 1177
2025
Q1 		$903K Sell
4,797
-337
-7% -$72K ﹤0.01% 1187
2024
Q4 		$1.11M Buy
5,134
+277
+6% +$61.8K ﹤0.01% 1027
2024
Q3 		$1.12M Buy
4,857
+235
+5% +$54K ﹤0.01% 960
2024
Q2 		$1.14M Buy
4,622
+1,035
+29% +$237K 0.01% 825
2024
Q1 		$810K Buy
3,587
+1,703
+90% +$354K ﹤0.01% 946
2023
Q4 		$362K Buy
1,884
+39
+2% +$6.54K ﹤0.01% 1186
2023
Q3 		$291K Buy
1,845
+432
+31% +$71.9K ﹤0.01% 1166
2023
Q2 		$239K Sell
1,413
-1,149
-45% -$172K ﹤0.01% 1188
2023
Q1 		$380K Sell
2,562
-870
-25% -$119K ﹤0.01% 978
2022
Q4 		$398K Sell
3,432
-747
-18% -$86.7K ﹤0.01% 879
2022
Q3 		$444K Buy
4,179
+1,272
+44% +$159K ﹤0.01% 787
2022
Q2 		$339K Buy
2,907
+1,071
+58% +$144K ﹤0.01% 850
2022
Q1 		$289K Sell
1,836
-252
-12% -$40.4K ﹤0.01% 893
2021
Q4 		$378K Buy
+2,088
New +$350K ﹤0.01% 803
2021
Q2 		$244K Hold
1,614
– – ﹤0.01% 839
2021
Q1 		$244K Hold
1,614
– – ﹤0.01% 839
2020
Q4 		$244K Hold
1,614
– – ﹤0.01% 839
2020
Q3 		$244K Hold
1,614
– – ﹤0.01% 839
2020
Q2 		$244K Hold
1,614
– – ﹤0.01% 839
2020
Q1 		$244K Hold
1,614
– – ﹤0.01% 839
2019
Q4 		$244K Hold
1,614
– – ﹤0.01% 839
2019
Q3 		$244K Hold
1,614
– – ﹤0.01% 839
2019
Q2 		$244K Hold
1,614
– – ﹤0.01% 839
2019
Q1 		$244K Buy
1,614
+1,524
+1,693% +$90K ﹤0.01% 839
2018
Q4 		$5K Hold
90
– – ﹤0.01% 1543
2018
Q3 		$6K Buy
+90
New +$5.56K ﹤0.01% 1304

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Semiconductor ETF (SOXX) stake by 39% in Q1 2026, buying an estimated $776K and bringing the position to 8,071 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #1076.

Carson Wealth (CWM LLC) first reported a position in SOXX in Q3 2018 and has held it in 30 quarters since. 928 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,071 shares of iShares Semiconductor ETF worth $2.65M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,273 iShares Semiconductor ETF shares in Q1 2026, an estimated $776K.
  • iShares Semiconductor ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1076 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Semiconductor ETF in Q3 2018 and has held it in 30 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

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