Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Global Infrastructure ETF IGF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGF Stock Details IGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.35M Buy
79,795
+8,018
+11% +$526K 0.01% 791
2025
Q4 		$4.4M Buy
71,777
+69,562
+3,140% +$4.29M 0.01% 839
2025
Q3 		$135K Buy
2,215
+1,849
+505% +$111K ﹤0.01% 2747
2025
Q2 		$22K Sell
366
-669
-65% -$38.2K ﹤0.01% 3848
2025
Q1 		$57K Buy
1,035
+16
+2% +$858 ﹤0.01% 2868
2024
Q4 		$53K Buy
+1,019
New +$55K ﹤0.01% 2757
2024
Q3 		– Sell
-122
Closed -$6K – 4964
2024
Q2 		$6K Sell
122
-212
-63% -$10.3K ﹤0.01% 3779
2024
Q1 		$16K Sell
334
-225
-40% -$10.3K ﹤0.01% 3041
2023
Q4 		$26K Buy
+559
New +$24.8K ﹤0.01% 2596
2023
Q1 		– Sell
-9
Closed – – 4184
2022
Q4 		$0 Buy
9
+5
+125% +$225 ﹤0.01% 4096
2022
Q3 		$0 Hold
4
– – ﹤0.01% 4040
2022
Q2 		$0 Sell
4
-29
-88% -$1.43K ﹤0.01% 3931
2022
Q1 		$2K Buy
33
+29
+725% +$1.39K ﹤0.01% 3182
2021
Q4 		$0 Buy
+4
New +$188 ﹤0.01% 3558
2021
Q2 		$0 Hold
4
– – ﹤0.01% 2967
2021
Q1 		$0 Hold
4
– – ﹤0.01% 2967
2020
Q4 		$0 Hold
4
– – ﹤0.01% 2965
2020
Q3 		$0 Hold
4
– – ﹤0.01% 2965
2020
Q2 		$0 Hold
4
– – ﹤0.01% 2965
2020
Q1 		$0 Hold
4
– – ﹤0.01% 2965
2019
Q4 		$0 Hold
4
– – ﹤0.01% 2964
2019
Q3 		$0 Hold
4
– – ﹤0.01% 2964
2019
Q2 		$0 Hold
4
– – ﹤0.01% 2964
2019
Q1 		$0 Buy
+4
New +$172 ﹤0.01% 3099
2018
Q4 		– Sell
-2,740
Closed -$115K – 2169
2018
Q3 		$115K Buy
+2,740
New +$118K ﹤0.01% 593
2017
Q4 		– Sell
-35
Closed -$2K – 1509
2017
Q3 		$2K Buy
+35
New +$1.58K ﹤0.01% 1288

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Global Infrastructure ETF (IGF) stake by 11% in Q1 2026, buying an estimated $526K and bringing the position to 79,795 shares worth $5.35M. The position accounts for 0.01% of the portfolio, ranked #791.

Carson Wealth (CWM LLC) first reported a position in IGF in Q3 2017 and has held it in 26 quarters since. 406 funds tracked by Wall St. Rank hold IGF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 79,795 shares of iShares Global Infrastructure ETF worth $5.35M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,018 iShares Global Infrastructure ETF shares in Q1 2026, an estimated $526K.
  • iShares Global Infrastructure ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #791 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global Infrastructure ETF in Q3 2017 and has held it in 26 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q1 2026.

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