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

Carson Wealth (CWM LLC)’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.17M Sell
116,410
-79,815
-41% -$6.54M 0.02% 584
2025
Q4 		$15.7M Buy
196,225
+3,795
+2% +$308K 0.04% 388
2025
Q3 		$15.9M Sell
192,430
-57
-0% -$4.65K 0.05% 337
2025
Q2 		$15.4M Sell
192,487
-14,750
-7% -$1.1M 0.05% 294
2025
Q1 		$14.8M Buy
207,237
+75,488
+57% +$5.75M 0.06% 272
2024
Q4 		$9.95M Buy
131,749
+48,876
+59% +$3.74M 0.04% 323
2024
Q3 		$6.05M Sell
82,873
-2,187
-3% -$152K 0.03% 407
2024
Q2 		$5.76M Sell
85,060
-3,920
-4% -$267K 0.03% 392
2024
Q1 		$6.29M Buy
88,980
+1,925
+2% +$128K 0.03% 377
2023
Q4 		$5.61M Buy
87,055
+7,650
+10% +$449K 0.03% 377
2023
Q3 		$4.54M Buy
79,405
+3,212
+4% +$194K 0.03% 381
2023
Q2 		$4.64M Buy
76,193
+936
+1% +$53.7K 0.03% 353
2023
Q1 		$4.33M Buy
75,257
+4,084
+6% +$233K 0.03% 348
2022
Q4 		$3.83M Sell
71,173
-9,654
-12% -$520K 0.03% 351
2022
Q3 		$4.07M Buy
80,827
+4,260
+6% +$238K 0.03% 314
2022
Q2 		$3.98M Sell
76,567
-71,240
-48% -$4.06M 0.03% 325
2022
Q1 		$9.5M Buy
147,807
+15,463
+12% +$996K 0.07% 209
2021
Q4 		$9.69M Buy
+132,344
New +$9.62M 0.07% 215
2021
Q2 		$3.65M Sell
52,933
-264,665
-83% -$17.5M 0.03% 326
2021
Q1 		$3.65M Hold
317,598
– – 0.03% 326
2020
Q4 		$3.65M Hold
317,598
– – 0.03% 326
2020
Q3 		$3.65M Hold
317,598
– – 0.03% 326
2020
Q2 		$3.65M Hold
317,598
– – 0.03% 326
2020
Q1 		$3.65M Hold
317,598
– – 0.03% 326
2019
Q4 		$3.65M Hold
317,598
– – 0.03% 326
2019
Q3 		$3.65M Hold
317,598
– – 0.03% 326
2019
Q2 		$3.65M Hold
317,598
– – 0.03% 326
2019
Q1 		$3.65M Buy
317,598
+261,090
+462% +$9.6M 0.03% 326
2018
Q4 		$1.83M Sell
56,508
-858
-1% -$29.9K 0.05% 294
2018
Q3 		$2.25M Sell
57,366
-840
-1% -$32.2K 0.06% 248
2018
Q2 		$2.12M Hold
58,206
– – 0.07% 210
2018
Q1 		$2.03M Buy
58,206
+1,236
+2% +$43.3K 0.08% 173
2017
Q4 		$1.92M Buy
56,970
+948
+2% +$31.1K 0.09% 170
2017
Q3 		$1.77M Buy
56,022
+4,830
+9% +$149K 0.08% 168
2017
Q2 		$1.56M Buy
51,192
+1,290
+3% +$38.5K 0.08% 172
2017
Q1 		$1.45M Hold
49,902
– – 0.08% 163
2016
Q4 		$1.35M Hold
49,902
– – 0.08% 165
2016
Q3 		$1.35M Buy
49,902
+5,646
+13% +$152K 0.09% 158
2016
Q2 		$1.15M Buy
44,256
+2,418
+6% +$62.2K 0.08% 170
2016
Q1 		$1.06M Buy
+41,838
New +$988K 0.09% 152

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Carson Wealth (CWM LLC) reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 41% in Q1 2026, selling an estimated $6.54M and leaving 116,410 shares worth $9.17M. The position accounts for 0.02% of the portfolio, ranked #584.

Carson Wealth (CWM LLC) first reported a position in IMCG in Q1 2016 and has held it in 40 quarters since. The position peaked at $15.9M in Q3 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 116,410 shares of iShares Morningstar Mid-Cap Growth ETF worth $9.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 79,815 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $6.54M.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #584 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $15.9M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

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