Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s IDEX IEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.79M Buy
14,697
+266
+2% +$52.5K 0.01% 1056
2025
Q4 		$2.57M Buy
14,431
+8,537
+145% +$1.46M 0.01% 1049
2025
Q3 		$959K Buy
5,894
+3,808
+183% +$643K ﹤0.01% 1435
2025
Q2 		$366K Buy
2,086
+420
+25% +$74.5K ﹤0.01% 1744
2025
Q1 		$302K Sell
1,666
-419
-20% -$83.4K ﹤0.01% 1670
2024
Q4 		$436K Buy
2,085
+21
+1% +$4.6K ﹤0.01% 1438
2024
Q3 		$443K Buy
2,064
+195
+10% +$39.3K ﹤0.01% 1368
2024
Q2 		$376K Buy
1,869
+113
+6% +$24.7K ﹤0.01% 1298
2024
Q1 		$429K Sell
1,756
-236
-12% -$53.3K ﹤0.01% 1190
2023
Q4 		$432K Buy
1,992
+273
+16% +$55.1K ﹤0.01% 1117
2023
Q3 		$358K Buy
1,719
+52
+3% +$11.3K ﹤0.01% 1098
2023
Q2 		$359K Buy
1,667
+38
+2% +$7.99K ﹤0.01% 1055
2023
Q1 		$376K Buy
1,629
+111
+7% +$25.2K ﹤0.01% 981
2022
Q4 		$347K Sell
1,518
-2
-0.1% -$447 ﹤0.01% 907
2022
Q3 		$304K Buy
1,520
+70
+5% +$14.2K ﹤0.01% 911
2022
Q2 		$263K Buy
1,450
+269
+23% +$50.7K ﹤0.01% 938
2022
Q1 		$226K Buy
1,181
+305
+35% +$61.9K ﹤0.01% 994
2021
Q4 		$207K Buy
+876
New +$199K ﹤0.01% 1007
2021
Q2 		$37K Hold
169
– – ﹤0.01% 1529
2021
Q1 		$37K Hold
169
– – ﹤0.01% 1529
2020
Q4 		$37K Hold
169
– – ﹤0.01% 1529
2020
Q3 		$37K Hold
169
– – ﹤0.01% 1529
2020
Q2 		$37K Hold
169
– – ﹤0.01% 1529
2020
Q1 		$37K Hold
169
– – ﹤0.01% 1529
2019
Q4 		$37K Hold
169
– – ﹤0.01% 1529
2019
Q3 		$37K Hold
169
– – ﹤0.01% 1529
2019
Q2 		$37K Hold
169
– – ﹤0.01% 1529
2019
Q1 		$37K Buy
169
+165
+4,125% +$23.3K ﹤0.01% 1529
2018
Q4 		$1K Buy
+4
New +$535 ﹤0.01% 1909

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its IDEX (IEX) stake by 1.8% in Q1 2026, buying an estimated $52.5K and bringing the position to 14,697 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #1056.

Carson Wealth (CWM LLC) first reported a position in IEX in Q4 2018 and has held it in 29 quarters since. 676 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,697 shares of IDEX worth $2.79M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 266 IDEX shares in Q1 2026, an estimated $52.5K.
  • IDEX made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1056 holding.
  • Carson Wealth (CWM LLC) first reported a position in IDEX in Q4 2018 and has held it in 29 quarters since.
  • 676 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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