Carson Wealth (CWM LLC)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.53M	Buy	35,090 +417	+1%	+$42.8K	0.01%	953
2025 Q4	$3.36M	Buy	34,673 +2,146	+7%	+$207K	0.01%	940
2025 Q3	$3.12M	Sell	32,527 -375	-1%	-$35.3K	0.01%	902
2025 Q2	$2.99M	Buy	32,902 +16,953	+106%	+$1.45M	0.01%	790
2025 Q1	$1.33M	Sell	15,949 -339	-2%	-$30.5K	0.01%	1008
2024 Q4	$1.48M	Buy	16,288 +4,280	+36%	+$403K	0.01%	904
2024 Q3	$1.1M	Sell	12,008 -451	-4%	-$40.3K	﹤0.01%	969
2024 Q2	$1.1M	Buy	12,459 +1,861	+18%	+$164K	0.01%	844
2024 Q1	$967K	Sell	10,598 -867	-8%	-$72.3K	﹤0.01%	867
2023 Q4	$908K	Sell	11,465 -139	-1%	-$10.2K	﹤0.01%	848
2023 Q3	$838K	Buy	11,604 +258	+2%	+$19.5K	0.01%	812
2023 Q2	$851K	Buy	11,346 +1,129	+11%	+$80.6K	0.01%	772
2023 Q1	$731K	Buy	10,217 +1,877	+23%	+$134K	﹤0.01%	767
2022 Q4	$570K	Sell	8,340 -205	-2%	-$14.1K	﹤0.01%	766
2022 Q3	$538K	Buy	8,545 +363	+4%	+$25.1K	﹤0.01%	727
2022 Q2	$521K	Sell	8,182 -967	-11%	-$67.9K	﹤0.01%	723
2022 Q1	$707K	Buy	9,149 +1,463	+19%	+$113K	0.01%	639
2021 Q4	$655K	Buy	+7,686	New	+$644K	﹤0.01%	663
2021 Q2	$569K	Hold	7,026	–	–	﹤0.01%	655
2021 Q1	$569K	Hold	7,026	–	–	﹤0.01%	655
2020 Q4	$569K	Sell	7,026 -21,078	-75%	-$1.41M	﹤0.01%	655
2020 Q3	$569K	Hold	28,104	–	–	﹤0.01%	655
2020 Q2	$569K	Hold	28,104	–	–	﹤0.01%	655
2020 Q1	$569K	Hold	28,104	–	–	﹤0.01%	655
2019 Q4	$569K	Hold	28,104	–	–	﹤0.01%	655
2019 Q3	$569K	Hold	28,104	–	–	﹤0.01%	655
2019 Q2	$569K	Hold	28,104	–	–	﹤0.01%	655
2019 Q1	$569K	Buy	28,104 +22,372	+390%	+$1.18M	﹤0.01%	655
2018 Q4	$274K	Buy	5,732 +4,588	+401%	+$240K	0.01%	540
2018 Q3	$67K	Sell	1,144 -52	-4%	-$3.02K	﹤0.01%	689
2018 Q2	$67K	Sell	1,196 -2,936	-71%	-$164K	﹤0.01%	581
2018 Q1	$226K	Buy	4,132 +3,620	+707%	+$200K	0.01%	353
2017 Q4	$28K	Sell	512 -33,836	-99%	-$1.78M	﹤0.01%	636
2017 Q3	$1.74M	Buy	34,348 +33,684	+5,073%	+$1.66M	0.08%	170
2017 Q2	$33K	Buy	664 +220	+50%	+$10.7K	﹤0.01%	548
2017 Q1	$21K	Hold	444	–	–	﹤0.01%	591
2016 Q4	$20K	Sell	444 -164	-27%	-$7.22K	﹤0.01%	582
2016 Q3	$27K	Sell	608 -48	-7%	-$2.11K	﹤0.01%	513
2016 Q2	$28K	Sell	656 -392,560	-100%	-$16.3M	﹤0.01%	427
2016 Q1	$16M	Buy	393,216 +7,620	+2%	+$291K	1.4%	12
2015 Q4	$15.5M	Buy	385,596 +67,720	+21%	+$2.77M	1.52%	8
2015 Q3	$12.5M	Buy	317,876 +84,160	+36%	+$3.51M	1.26%	18
2015 Q2	$9.9M	Buy	233,716 +19,728	+9%	+$845K	0.95%	33
2015 Q1	$9.18M	Buy	213,988 +29,972	+16%	+$1.24M	0.93%	36
2014 Q4	$7.34M	Sell	184,016 -11,876	-6%	-$461K	0.89%	33
2014 Q3	$7.42M	Sell	195,892 -1,812	-0.9%	-$70.2K	1.08%	27
2014 Q2	$7.76M	Buy	197,704 +29,648	+18%	+$1.12M	1.39%	21
2014 Q1	$6.42M	Buy	168,056 +39,432	+31%	+$1.48M	0.88%	37
2013 Q4	$4.83M	Buy	128,624 +27,168	+27%	+$980K	0.75%	37
2013 Q3	$3.53M	Buy	+101,456	New	+$3.45M	0.93%	31

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.2% in Q1 2026, buying an estimated $42.8K and bringing the position to 35,090 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #953.

Carson Wealth (CWM LLC) first reported a position in IJK in Q3 2013 and has held it in 50 quarters since. The position peaked at $16M in Q1 2016. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Carson Wealth (CWM LLC) held 35,090 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.53M as of Q1 2026.
Carson Wealth (CWM LLC) bought 417 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $42.8K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #953 holding.
Carson Wealth (CWM LLC) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 50 quarters since.
Carson Wealth (CWM LLC)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $16M in Q1 2016.
937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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