Carson Wealth (CWM LLC)
IFRA icon

Carson Wealth (CWM LLC)’s iShares US Infrastructure ETF IFRA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.64M Sell
46,225
-2,574
-5% -$148K 0.01% 1078
2025
Q4 		$2.57M Sell
48,799
-7,585
-13% -$401K 0.01% 1050
2025
Q3 		$2.98M Sell
56,384
-16,228
-22% -$833K 0.01% 923
2025
Q2 		$3.57M Sell
72,612
-19,530
-21% -$909K 0.01% 703
2025
Q1 		$4.15M Sell
92,142
-794,760
-90% -$37.1M 0.02% 582
2024
Q4 		$41.1M Buy
886,902
+6,378
+0.7% +$309K 0.17% 108
2024
Q3 		$41.4M Buy
880,524
+13,426
+2% +$599K 0.18% 110
2024
Q2 		$36.5M Sell
867,098
-57,951
-6% -$2.49M 0.17% 121
2024
Q1 		$40.1M Buy
925,049
+37,647
+4% +$1.51M 0.2% 103
2023
Q4 		$35.7M Buy
887,402
+25,254
+3% +$940K 0.19% 101
2023
Q3 		$31.5M Buy
862,148
+28,040
+3% +$1.09M 0.19% 107
2023
Q2 		$32.6M Buy
834,108
+73,337
+10% +$2.74M 0.2% 91
2023
Q1 		$28.4M Sell
760,771
-30,615
-4% -$1.16M 0.19% 110
2022
Q4 		$28.7M Sell
791,386
-13,635
-2% -$488K 0.21% 102
2022
Q3 		$26M Buy
805,021
+37,786
+5% +$1.36M 0.21% 100
2022
Q2 		$26.1M Buy
767,235
+766,289
+81,003% +$28.3M 0.2% 101
2022
Q1 		$37K Hold
946
– – ﹤0.01% 1750
2021
Q4 		$36K Buy
+946
New +$34.7K ﹤0.01% 1710
2021
Q2 		$33K Hold
946
– – ﹤0.01% 1568
2021
Q1 		$33K Hold
946
– – ﹤0.01% 1568
2020
Q4 		$33K Hold
946
– – ﹤0.01% 1568
2020
Q3 		$33K Hold
946
– – ﹤0.01% 1568
2020
Q2 		$33K Hold
946
– – ﹤0.01% 1568
2020
Q1 		$33K Hold
946
– – ﹤0.01% 1568
2019
Q4 		$33K Hold
946
– – ﹤0.01% 1568
2019
Q3 		$33K Hold
946
– – ﹤0.01% 1568
2019
Q2 		$33K Hold
946
– – ﹤0.01% 1568
2019
Q1 		$33K Buy
+946
New +$24.2K ﹤0.01% 1568

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares US Infrastructure ETF (IFRA) stake by 5.3% in Q1 2026, selling an estimated $148K and leaving 46,225 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #1078.

Carson Wealth (CWM LLC) first reported a position in IFRA in Q1 2019 and has held it in 28 quarters since. The position peaked at $41.4M in Q3 2024. 397 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 46,225 shares of iShares US Infrastructure ETF worth $2.64M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,574 iShares US Infrastructure ETF shares in Q1 2026, an estimated $148K.
  • iShares US Infrastructure ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1078 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Infrastructure ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Infrastructure ETF position peaked at $41.4M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

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