Carson Wealth (CWM LLC)
IMCB icon

Carson Wealth (CWM LLC)’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Buy
14,751
+374
+3% +$32K ﹤0.01% 1428
2025
Q4 		$1.19M Buy
14,377
+444
+3% +$36.7K ﹤0.01% 1396
2025
Q3 		$1.16M Hold
13,933
– – ﹤0.01% 1329
2025
Q2 		$1.11M Buy
13,933
+515
+4% +$38.6K ﹤0.01% 1200
2025
Q1 		$994K Hold
13,418
– – ﹤0.01% 1129
2024
Q4 		$1.02M Hold
13,418
– – ﹤0.01% 1072
2024
Q3 		$1.02M Sell
13,418
-380
-3% -$27.6K ﹤0.01% 1019
2024
Q2 		$967K Hold
13,798
– – ﹤0.01% 912
2024
Q1 		$1M Hold
13,798
– – ﹤0.01% 851
2023
Q4 		$926K Hold
13,798
– – 0.01% 838
2023
Q3 		$824K Hold
13,798
– – 0.01% 819
2023
Q2 		$873K Hold
13,798
– – 0.01% 760
2023
Q1 		$837K Hold
13,798
– – 0.01% 709
2022
Q4 		$810K Sell
13,798
-100
-0.7% -$5.85K 0.01% 669
2022
Q3 		$749K Buy
13,898
+11,624
+511% +$694K 0.01% 630
2022
Q2 		$128K Buy
2,274
+110
+5% +$6.79K ﹤0.01% 1218
2022
Q1 		$146K Buy
2,164
+816
+61% +$54.3K ﹤0.01% 1175
2021
Q4 		$96K Buy
+1,348
New +$94.5K ﹤0.01% 1309
2021
Q2 		$89K Sell
1,332
-3,996
-75% -$263K ﹤0.01% 1177
2021
Q1 		$89K Hold
5,328
– – ﹤0.01% 1177
2020
Q4 		$89K Hold
5,328
– – ﹤0.01% 1177
2020
Q3 		$89K Hold
5,328
– – ﹤0.01% 1177
2020
Q2 		$89K Hold
5,328
– – ﹤0.01% 1177
2020
Q1 		$89K Hold
5,328
– – ﹤0.01% 1177
2019
Q4 		$89K Hold
5,328
– – ﹤0.01% 1177
2019
Q3 		$89K Hold
5,328
– – ﹤0.01% 1177
2019
Q2 		$89K Hold
5,328
– – ﹤0.01% 1177
2019
Q1 		$89K Buy
5,328
+5,008
+1,565% +$226K ﹤0.01% 1177
2018
Q4 		$13K Buy
320
+72
+29% +$3.16K ﹤0.01% 1249
2018
Q3 		$12K Buy
+248
New +$11.8K ﹤0.01% 1107

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.6% in Q1 2026, buying an estimated $32K and bringing the position to 14,751 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Carson Wealth (CWM LLC) first reported a position in IMCB in Q3 2018 and has held it in 30 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,751 shares of iShares Morningstar Mid-Cap ETF worth $1.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 374 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $32K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1428 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

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