Carson Wealth (CWM LLC)
IRON icon

Carson Wealth (CWM LLC)’s Disc Medicine IRON Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.2K Buy
1,035
+2
+0.2% +$139 ﹤0.01% 3600
2025
Q4 		$82K Buy
1,033
+6
+0.6% +$507 ﹤0.01% 3212
2025
Q3 		$68K Sell
1,027
-17
-2% -$1.01K ﹤0.01% 3271
2025
Q2 		$55K Buy
1,044
+711
+214% +$33.4K ﹤0.01% 3205
2025
Q1 		$17K Buy
333
+253
+316% +$14.1K ﹤0.01% 3800
2024
Q4 		$5K Buy
80
+58
+264% +$3.35K ﹤0.01% 4210
2024
Q3 		$1K Buy
22
+11
+100% +$516 ﹤0.01% 4606
2024
Q2 		$0 Buy
11
+10
+1,000% +$340 ﹤0.01% 4744
2024
Q1 		$0 Buy
+1
New +$65 ﹤0.01% 4516

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Disc Medicine (IRON) stake by 0.19% in Q1 2026, buying an estimated $139 and bringing the position to 1,035 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

Carson Wealth (CWM LLC) first reported a position in IRON in Q1 2024 and has held it in 9 quarters since. The position peaked at $82K in Q4 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,035 shares of Disc Medicine worth $66.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2 Disc Medicine shares in Q1 2026, an estimated $139.
  • Disc Medicine made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3600 holding.
  • Carson Wealth (CWM LLC) first reported a position in Disc Medicine in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Disc Medicine position peaked at $82K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

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