Carson Wealth (CWM LLC)
IGRO icon

Carson Wealth (CWM LLC)’s iShares International Dividend Growth ETF IGRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGRO Stock Details IGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.1K Buy
25
+17
+213% +$1.46K ﹤0.01% 5264
2025
Q4 		$1K Buy
+8
New +$647 ﹤0.01% 5231
2024
Q1 		– Sell
-39
Closed -$3K – 4508
2023
Q4 		$3K Hold
39
– – ﹤0.01% 3702
2023
Q3 		$2K Buy
+39
New +$2.41K ﹤0.01% 3818

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares International Dividend Growth ETF (IGRO) stake by 213% in Q1 2026, buying an estimated $1.46K and bringing the position to 25 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5264.

Carson Wealth (CWM LLC) first reported a position in IGRO in Q3 2023 and has held it in 4 quarters since. The position peaked at $3K in Q4 2023. 220 funds tracked by Wall St. Rank hold IGRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25 shares of iShares International Dividend Growth ETF worth $2.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17 iShares International Dividend Growth ETF shares in Q1 2026, an estimated $1.46K.
  • iShares International Dividend Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5264 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares International Dividend Growth ETF in Q3 2023 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s iShares International Dividend Growth ETF position peaked at $3K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2026.

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