Carson Wealth (CWM LLC)
IDEF

Carson Wealth (CWM LLC)’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IDEF Stock Details IDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$139M Buy
+4,250,401
New +$148M 0.37% 54

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q1 2026: 4,250,401 shares worth $139M. The stake represents 0.37% of the portfolio and ranks #54 among its holdings.

220 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,250,401 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $139M as of Q1 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.37% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #54 holding.
  • 220 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q1 2026.

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