Carson Wealth (CWM LLC)
IDR icon

Carson Wealth (CWM LLC)’s Idaho Strategic Resources IDR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25K Buy
39
+34
+680% +$1.32K ﹤0.01% 5365
2025
Q4 		$0 Buy
5
+4
+400% +$153 ﹤0.01% 5488
2025
Q3 		$0 Buy
+1
New +$24 ﹤0.01% 5395

Other funds holding IDR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Idaho Strategic Resources (IDR) stake by 680% in Q1 2026, buying an estimated $1.32K and bringing the position to 39 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #5365.

Carson Wealth (CWM LLC) first reported a position in IDR in Q3 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39 shares of Idaho Strategic Resources worth $1.25K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 34 Idaho Strategic Resources shares in Q1 2026, an estimated $1.32K.
  • Idaho Strategic Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5365 holding.
  • Carson Wealth (CWM LLC) first reported a position in Idaho Strategic Resources in Q3 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

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