Carson Wealth (CWM LLC)
IBTA icon

Carson Wealth (CWM LLC)’s Ibotta IBTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.2K Buy
3,311
+1,983
+149% +$46.4K ﹤0.01% 3276
2025
Q4 		$30K Sell
1,328
-94
-7% -$2.54K ﹤0.01% 3960
2025
Q3 		$40K Buy
1,422
+479
+51% +$15K ﹤0.01% 3714
2025
Q2 		$35K Buy
943
+653
+225% +$30.5K ﹤0.01% 3541
2025
Q1 		$12K Buy
290
+247
+574% +$14.5K ﹤0.01% 4032
2024
Q4 		$3K Buy
43
+23
+115% +$1.6K ﹤0.01% 4479
2024
Q3 		$1K Buy
+20
New +$1.21K ﹤0.01% 4760

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ibotta (IBTA) stake by 149% in Q1 2026, buying an estimated $46.4K and bringing the position to 3,311 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Carson Wealth (CWM LLC) first reported a position in IBTA in Q3 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,311 shares of Ibotta worth $99.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,983 Ibotta shares in Q1 2026, an estimated $46.4K.
  • Ibotta made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3276 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ibotta in Q3 2024 and has held it in 7 quarters since.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

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