Carson Wealth (CWM LLC)
GARP

Carson Wealth (CWM LLC)’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.3K Hold
661
– – ﹤0.01% 3932
2025
Q4 		$45K Buy
661
+39
+6% +$2.63K ﹤0.01% 3683
2025
Q3 		$41K Hold
622
– – ﹤0.01% 3689
2025
Q2 		$38K Hold
622
– – ﹤0.01% 3488
2025
Q1 		$32K Buy
+622
New +$34.8K ﹤0.01% 3351

Other funds holding GARP

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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q1 2026 at 661 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3932.

Carson Wealth (CWM LLC) first reported a position in GARP in Q1 2025 and has held it in 5 quarters since. The position peaked at $45K in Q4 2025. 140 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 661 shares of iShares MSCI USA Quality GARP ETF worth $42.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI USA Quality GARP ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3932 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI USA Quality GARP ETF position peaked at $45K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

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