Carson Wealth (CWM LLC)
DGRO icon

Carson Wealth (CWM LLC)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.23M Sell
117,213
-301
-0.3% -$21.6K 0.02% 622
2025
Q4 		$8.16M Buy
117,514
+20,852
+22% +$1.43M 0.02% 590
2025
Q3 		$6.58M Buy
96,662
+17,955
+23% +$1.19M 0.02% 613
2025
Q2 		$5.03M Buy
78,707
+6,602
+9% +$403K 0.02% 583
2025
Q1 		$4.46M Buy
72,105
+5,697
+9% +$357K 0.02% 562
2024
Q4 		$4.07M Sell
66,408
-1,182
-2% -$74.6K 0.02% 527
2024
Q3 		$4.24M Sell
67,590
-1,025,178
-94% -$61.8M 0.02% 480
2024
Q2 		$63M Sell
1,092,768
-120,611
-10% -$6.89M 0.3% 62
2024
Q1 		$70.4M Sell
1,213,379
-58,348
-5% -$3.24M 0.34% 53
2023
Q4 		$68.4M Sell
1,271,727
-123,980
-9% -$6.29M 0.37% 50
2023
Q3 		$69.1M Sell
1,395,707
-544,784
-28% -$28.2M 0.42% 46
2023
Q2 		$100M Sell
1,940,491
-231,476
-11% -$11.6M 0.62% 30
2023
Q1 		$109M Buy
2,171,967
+85,975
+4% +$4.32M 0.73% 24
2022
Q4 		$104M Buy
2,085,992
+459,693
+28% +$22.6M 0.77% 24
2022
Q3 		$72.3M Buy
1,626,299
+256,144
+19% +$12.6M 0.57% 35
2022
Q2 		$65.3M Buy
1,370,155
+696,109
+103% +$35.1M 0.51% 39
2022
Q1 		$36M Buy
674,046
+405,837
+151% +$21.7M 0.26% 69
2021
Q4 		$14.9M Buy
+268,209
New +$14.3M 0.1% 178
2021
Q2 		$5.99M Hold
118,927
– – 0.05% 269
2021
Q1 		$5.99M Hold
118,927
– – 0.05% 269
2020
Q4 		$5.99M Hold
118,927
– – 0.05% 269
2020
Q3 		$5.99M Hold
118,927
– – 0.05% 269
2020
Q2 		$5.99M Hold
118,927
– – 0.05% 269
2020
Q1 		$5.99M Hold
118,927
– – 0.05% 269
2019
Q4 		$5.99M Hold
118,927
– – 0.05% 269
2019
Q3 		$5.99M Hold
118,927
– – 0.05% 269
2019
Q2 		$5.99M Hold
118,927
– – 0.05% 269
2019
Q1 		$5.99M Sell
118,927
-77,990
-40% -$2.77M 0.05% 269
2018
Q4 		$6.53M Buy
196,917
+89,395
+83% +$3.14M 0.16% 129
2018
Q3 		$3.98M Sell
107,522
-795
-0.7% -$28.9K 0.1% 182
2018
Q2 		$3.71M Buy
108,317
+3,153
+3% +$109K 0.12% 142
2018
Q1 		$3.56M Buy
105,164
+12,342
+13% +$436K 0.14% 126
2017
Q4 		$3.23M Buy
92,822
+24,681
+36% +$833K 0.14% 121
2017
Q3 		$2.21M Buy
+68,141
New +$2.17M 0.1% 142

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.26% in Q1 2026, selling an estimated $21.6K and leaving 117,213 shares worth $8.23M. The position accounts for 0.02% of the portfolio, ranked #622.

Carson Wealth (CWM LLC) first reported a position in DGRO in Q3 2017 and has held it in 34 quarters since. The position peaked at $109M in Q1 2023. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 117,213 shares of iShares Core Dividend Growth ETF worth $8.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 301 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $21.6K.
  • iShares Core Dividend Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #622 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core Dividend Growth ETF position peaked at $109M in Q1 2023.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

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