Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$767K Sell
2025
Q2 		$736K Buy
2025
Q1 		$294K Sell
2024
Q4 		$326K Sell
2024
Q3 		$318K Buy
2024
Q2 		$309K Sell
2024
Q1 		$452K Sell
2023
Q4 		$731K Buy
2023
Q3 		$524K Buy
2023
Q2 		$107K Buy