Carson Wealth (CWM LLC)
DIVB icon

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

Carson Wealth (CWM LLC)’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.4K Hold
1,323
– – ﹤0.01% 3534
2025
Q4 		$70K Buy
+1,323
New +$69.4K ﹤0.01% 3356

Other funds holding DIVB

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Core Dividend ETF (DIVB) position steady in Q1 2026 at 1,323 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

Carson Wealth (CWM LLC) first reported a position in DIVB in Q4 2025 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,323 shares of iShares Core Dividend ETF worth $71.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Core Dividend ETF share count unchanged in Q1 2026.
  • iShares Core Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3534 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

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