Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.78M Buy
125,738
+14,773
+13% +$926K 0.02% 648
2025
Q4 		$6.62M Sell
110,965
-14,275
-11% -$867K 0.02% 671
2025
Q3 		$7.72M Buy
125,240
+8,064
+7% +$493K 0.02% 555
2025
Q2 		$7.17M Buy
117,176
+5,561
+5% +$337K 0.03% 490
2025
Q1 		$6.87M Buy
111,615
+93,208
+506% +$5.7M 0.03% 437
2024
Q4 		$1.11M Buy
18,407
+1,860
+11% +$119K ﹤0.01% 1023
2024
Q3 		$1.09M Buy
16,547
+14,971
+950% +$935K ﹤0.01% 977
2024
Q2 		$90K Sell
1,576
-603
-28% -$33.4K ﹤0.01% 2033
2024
Q1 		$126K Buy
2,179
+342
+19% +$19.5K ﹤0.01% 1749
2023
Q4 		$108K Sell
1,837
-2,143
-54% -$113K ﹤0.01% 1710
2023
Q3 		$200K Sell
3,980
-403,769
-99% -$22.1M ﹤0.01% 1312
2023
Q2 		$22.7M Sell
407,749
-22,301
-5% -$1.21M 0.14% 141
2023
Q1 		$23.9M Sell
430,050
-16,937
-4% -$963K 0.16% 126
2022
Q4 		$24.5M Buy
446,987
+12,845
+3% +$702K 0.18% 121
2022
Q3 		$23.3M Sell
434,142
-4,543
-1% -$282K 0.19% 110
2022
Q2 		$26.7M Buy
438,685
+262,833
+149% +$17.3M 0.21% 97
2022
Q1 		$12.5M Buy
175,852
+5,204
+3% +$358K 0.09% 185
2021
Q4 		$13M Buy
+170,648
New +$12.1M 0.09% 186
2021
Q2 		$3.32M Hold
50,743
– – 0.03% 337
2021
Q1 		$3.32M Hold
50,743
– – 0.03% 337
2020
Q4 		$3.32M Sell
50,743
-50,743
-50% -$2.69M 0.03% 337
2020
Q3 		$3.32M Hold
101,486
– – 0.03% 337
2020
Q2 		$3.32M Hold
101,486
– – 0.03% 337
2020
Q1 		$3.32M Hold
101,486
– – 0.03% 337
2019
Q4 		$3.32M Hold
101,486
– – 0.03% 337
2019
Q3 		$3.32M Hold
101,486
– – 0.03% 337
2019
Q2 		$3.32M Hold
101,486
– – 0.03% 337
2019
Q1 		$3.32M Buy
+101,486
New +$5.34M 0.03% 337
2018
Q3 		– Sell
-14
Closed -$1K – 1916
2018
Q2 		$1K Buy
+14
New +$665 ﹤0.01% 1531
2018
Q1 		– Sell
-256
Closed -$13K – 1469
2017
Q4 		$13K Sell
256
-10
-4% -$509 ﹤0.01% 816
2017
Q3 		$13K Sell
266
-36
-12% -$1.83K ﹤0.01% 827
2017
Q2 		$15K Sell
302
-836
-73% -$42.2K ﹤0.01% 691
2017
Q1 		$57K Sell
1,138
-168,128
-99% -$8.41M ﹤0.01% 434
2016
Q4 		$8.43M Sell
169,266
-133,386
-44% -$6.55M 0.52% 51
2016
Q3 		$15.9M Buy
302,652
+7,002
+2% +$379K 1.1% 27
2016
Q2 		$16M Buy
+295,650
New +$15.2M 1.17% 22
2015
Q4 		– Sell
-56
Closed -$3K – 716
2015
Q3 		$3K Buy
+56
New +$2.6K ﹤0.01% 551

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Select U.S. REIT ETF (ICF) stake by 13% in Q1 2026, buying an estimated $926K and bringing the position to 125,738 shares worth $7.78M. The position accounts for 0.02% of the portfolio, ranked #648.

Carson Wealth (CWM LLC) first reported a position in ICF in Q3 2015 and has held it in 37 quarters since. The position peaked at $26.7M in Q2 2022. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 125,738 shares of iShares Select U.S. REIT ETF worth $7.78M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,773 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $926K.
  • iShares Select U.S. REIT ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #648 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Select U.S. REIT ETF in Q3 2015 and has held it in 37 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Select U.S. REIT ETF position peaked at $26.7M in Q2 2022.
  • 360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

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