Carson Wealth (CWM LLC)
TECB icon

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
2026
Q1 		$810K Buy
14,605
+216
+2% +$12.6K ﹤0.01% 1673
2025
Q4 		$876K Buy
14,389
+1,676
+13% +$103K ﹤0.01% 1574
2025
Q3 		$767K Sell
12,713
-118
-0.9% -$6.9K ﹤0.01% 1554
2025
Q2 		$736K Buy
12,831
+6,818
+113% +$353K ﹤0.01% 1412
2025
Q1 		$294K Sell
6,013
-110
-2% -$5.86K ﹤0.01% 1683
2024
Q4 		$326K Sell
6,123
-75
-1% -$4.02K ﹤0.01% 1547
2024
Q3 		$318K Buy
6,198
+74
+1% +$3.67K ﹤0.01% 1510
2024
Q2 		$309K Sell
6,124
-3,321
-35% -$158K ﹤0.01% 1378
2024
Q1 		$452K Sell
9,445
-7,593
-45% -$350K ﹤0.01% 1175
2023
Q4 		$731K Buy
17,038
+2,709
+19% +$105K ﹤0.01% 930
2023
Q3 		$524K Buy
14,329
+11,505
+407% +$437K ﹤0.01% 966
2023
Q2 		$107K Buy
+2,824
New +$97.4K ﹤0.01% 1539

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 1.5% in Q1 2026, buying an estimated $12.6K and bringing the position to 14,605 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Carson Wealth (CWM LLC) first reported a position in TECB in Q2 2023 and has held it in 12 quarters since. The position peaked at $876K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,605 shares of iShares US Tech Breakthrough Multisector ETF worth $810K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 216 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $12.6K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1673 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Tech Breakthrough Multisector ETF position peaked at $876K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

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