Carson Wealth (CWM LLC)
IJH icon

Carson Wealth (CWM LLC)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.6M Sell
660,944
-27,480
-4% -$1.91M 0.12% 166
2025
Q4 		$45.4M Buy
688,424
+11,531
+2% +$755K 0.12% 157
2025
Q3 		$44.2M Sell
676,893
-39,284
-5% -$2.52M 0.13% 142
2025
Q2 		$44.4M Sell
716,177
-291,537
-29% -$17.1M 0.16% 122
2025
Q1 		$58.8M Buy
1,007,714
+51,625
+5% +$3.21M 0.23% 90
2024
Q4 		$59.6M Buy
956,089
+72,659
+8% +$4.66M 0.25% 81
2024
Q3 		$55.1M Sell
883,430
-37,425
-4% -$2.26M 0.24% 81
2024
Q2 		$53.9M Buy
920,855
+45,773
+5% +$2.69M 0.25% 73
2024
Q1 		$53.2M Sell
875,082
-126,378
-13% -$7.15M 0.26% 74
2023
Q4 		$55.5M Sell
1,001,460
-1,344,765
-57% -$68.2M 0.3% 63
2023
Q3 		$117M Buy
2,346,225
+1,904,215
+431% +$99.8M 0.72% 27
2023
Q2 		$23.1M Sell
442,010
-675
-0.2% -$33.5K 0.14% 138
2023
Q1 		$22.1M Buy
442,685
+54,360
+14% +$2.77M 0.15% 135
2022
Q4 		$18.8M Sell
388,325
-1,990
-0.5% -$96.1K 0.14% 145
2022
Q3 		$17.1M Sell
390,315
-44,335
-10% -$2.14M 0.14% 144
2022
Q2 		$19.7M Sell
434,650
-56,850
-12% -$2.81M 0.15% 128
2022
Q1 		$26.4M Sell
491,500
-32,435
-6% -$1.73M 0.19% 106
2021
Q4 		$29.7M Buy
+523,935
New +$29.2M 0.21% 99
2021
Q2 		$27.5M Hold
510,790
– – 0.22% 92
2021
Q1 		$27.5M Hold
510,790
– – 0.22% 92
2020
Q4 		$27.5M Hold
510,790
– – 0.22% 92
2020
Q3 		$27.5M Hold
510,790
– – 0.22% 92
2020
Q2 		$27.5M Hold
510,790
– – 0.22% 92
2020
Q1 		$27.5M Hold
510,790
– – 0.22% 92
2019
Q4 		$27.5M Hold
510,790
– – 0.22% 92
2019
Q3 		$27.5M Hold
510,790
– – 0.22% 92
2019
Q2 		$27.5M Hold
510,790
– – 0.22% 92
2019
Q1 		$27.5M Sell
510,790
-474,230
-48% -$17.5M 0.22% 92
2018
Q4 		$32.7M Sell
985,020
-66,075
-6% -$2.41M 0.82% 21
2018
Q3 		$42.3M Buy
1,051,095
+152,755
+17% +$6.14M 1.08% 15
2018
Q2 		$35M Buy
898,340
+132,670
+17% +$5.13M 1.15% 13
2018
Q1 		$28.7M Buy
765,670
+175,440
+30% +$6.71M 1.14% 21
2017
Q4 		$22.4M Buy
590,230
+116,470
+25% +$4.31M 0.99% 30
2017
Q3 		$17M Buy
473,760
+74,605
+19% +$2.6M 0.8% 37
2017
Q2 		$13.9M Sell
399,155
-193,620
-33% -$6.68M 0.71% 40
2017
Q1 		$20.3M Buy
592,775
+65,470
+12% +$2.23M 1.15% 29
2016
Q4 		$17.4M Buy
527,305
+200,055
+61% +$6.34M 1.07% 34
2016
Q3 		$10.1M Buy
327,250
+82,205
+34% +$2.54M 0.7% 45
2016
Q2 		$7.32M Buy
245,045
+87,055
+55% +$2.55M 0.53% 63
2016
Q1 		$4.56M Buy
157,990
+59,055
+60% +$1.58M 0.4% 84
2015
Q4 		$2.76M Sell
98,935
-27,445
-22% -$784K 0.27% 110
2015
Q3 		$3.45M Buy
126,380
+22,605
+22% +$657K 0.35% 98
2015
Q2 		$3.11M Buy
103,775
+7,350
+8% +$224K 0.3% 113
2015
Q1 		$2.93M Buy
96,425
+74,245
+335% +$2.2M 0.3% 112
2014
Q4 		$642K Sell
22,180
-1,150
-5% -$32.3K 0.08% 137
2014
Q3 		$638K Sell
23,330
-9,155
-28% -$258K 0.09% 145
2014
Q2 		$930K Buy
32,485
+2,285
+8% +$62.8K 0.17% 100
2014
Q1 		$830K Sell
30,200
-67,095
-69% -$1.81M 0.11% 97
2013
Q4 		$2.6M Sell
97,295
-53,670
-36% -$1.39M 0.41% 55
2013
Q3 		$3.75M Buy
+150,965
New +$3.68M 0.98% 27

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q1 2026, selling an estimated $1.91M and leaving 660,944 shares worth $44.6M. The position accounts for 0.12% of the portfolio, ranked #166.

Carson Wealth (CWM LLC) first reported a position in IJH in Q3 2013 and has held it in 50 quarters since. The position peaked at $117M in Q3 2023. 2,650 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 660,944 shares of iShares Core S&P Mid-Cap ETF worth $44.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 27,480 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.91M.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #166 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core S&P Mid-Cap ETF position peaked at $117M in Q3 2023.
  • 2,650 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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