Carson Wealth (CWM LLC)
AOM icon

Carson Wealth (CWM LLC)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Sell
5,156
-2,652
-34% -$128K ﹤0.01% 2552
2025
Q4 		$373K Buy
7,808
+3,101
+66% +$148K ﹤0.01% 2103
2025
Q3 		$224K Buy
4,707
+763
+19% +$35.5K ﹤0.01% 2357
2025
Q2 		$182K Sell
3,944
-913
-19% -$40.3K ﹤0.01% 2254
2025
Q1 		$213K Buy
4,857
+550
+13% +$24.2K ﹤0.01% 1882
2024
Q4 		$187K Buy
4,307
+2,420
+128% +$107K ﹤0.01% 1862
2024
Q3 		$85K Buy
1,887
+3
+0.2% +$132 ﹤0.01% 2300
2024
Q2 		$81K Sell
1,884
-23,383
-93% -$990K ﹤0.01% 2114
2024
Q1 		$1.08M Buy
25,267
+29
+0.1% +$1.21K 0.01% 816
2023
Q4 		$1.05M Buy
25,238
+12,436
+97% +$493K 0.01% 788
2023
Q3 		$498K Buy
12,802
+16
+0.1% +$640 ﹤0.01% 980
2023
Q2 		$517K Buy
12,786
+3,356
+36% +$134K ﹤0.01% 928
2023
Q1 		$376K Sell
9,430
-10,546
-53% -$414K ﹤0.01% 979
2022
Q4 		$759K Buy
19,976
+11,773
+144% +$446K 0.01% 688
2022
Q3 		$300K Sell
8,203
-26,881
-77% -$1.05M ﹤0.01% 913
2022
Q2 		$1.37M Buy
35,084
+31,145
+791% +$1.26M 0.01% 483
2022
Q1 		$169K Buy
3,939
+296
+8% +$12.9K ﹤0.01% 1106
2021
Q4 		$166K Buy
+3,643
New +$165K ﹤0.01% 1098
2021
Q2 		$101K Hold
2,238
– – ﹤0.01% 1135
2021
Q1 		$101K Hold
2,238
– – ﹤0.01% 1135
2020
Q4 		$101K Hold
2,238
– – ﹤0.01% 1135
2020
Q3 		$101K Hold
2,238
– – ﹤0.01% 1135
2020
Q2 		$101K Hold
2,238
– – ﹤0.01% 1135
2020
Q1 		$101K Hold
2,238
– – ﹤0.01% 1135
2019
Q4 		$101K Hold
2,238
– – ﹤0.01% 1135
2019
Q3 		$101K Hold
2,238
– – ﹤0.01% 1135
2019
Q2 		$101K Hold
2,238
– – ﹤0.01% 1135
2019
Q1 		$101K Buy
2,238
+220
+11% +$8.16K ﹤0.01% 1135
2018
Q4 		$72K Buy
2,018
+733
+57% +$26.7K ﹤0.01% 789
2018
Q3 		$49K Buy
1,285
+145
+13% +$5.47K ﹤0.01% 755
2018
Q2 		$43K Hold
1,140
– – ﹤0.01% 663
2018
Q1 		$43K Hold
1,140
– – ﹤0.01% 578
2017
Q4 		$43K Hold
1,140
– – ﹤0.01% 551
2017
Q3 		$43K Buy
1,140
+200
+21% +$7.51K ﹤0.01% 547
2017
Q2 		$35K Hold
940
– – ﹤0.01% 536
2017
Q1 		$34K Hold
940
– – ﹤0.01% 518
2016
Q4 		$33K Hold
940
– – ﹤0.01% 502
2016
Q3 		$34K Hold
940
– – ﹤0.01% 482
2016
Q2 		$33K Sell
940
-290
-24% -$10.1K ﹤0.01% 414
2016
Q1 		$43K Hold
1,230
– – ﹤0.01% 359
2015
Q4 		$42K Sell
1,230
-608
-33% -$21K ﹤0.01% 335
2015
Q3 		$62K Buy
+1,838
New +$63.4K 0.01% 268

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core Moderate Allocation ETF (AOM) stake by 34% in Q1 2026, selling an estimated $128K and leaving 5,156 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Carson Wealth (CWM LLC) first reported a position in AOM in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.37M in Q2 2022. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,156 shares of iShares Core Moderate Allocation ETF worth $244K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,652 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $128K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2552 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core Moderate Allocation ETF in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core Moderate Allocation ETF position peaked at $1.37M in Q2 2022.
  • 294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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