Carson Wealth (CWM LLC)
ISCB icon

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

Carson Wealth (CWM LLC)’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
2,157
+480
+29% +$32.4K ﹤0.01% 3001
2025
Q4 		$109K Hold
1,677
– – ﹤0.01% 2995
2025
Q3 		$106K Hold
1,677
– – ﹤0.01% 2941
2025
Q2 		$98K Buy
1,677
+1,236
+280% +$67.5K ﹤0.01% 2752
2025
Q1 		$24K Sell
441
-346
-44% -$20.2K ﹤0.01% 3538
2024
Q4 		$46K Buy
+787
New +$47.6K ﹤0.01% 2868
2022
Q2 		– Sell
-475
Closed -$25K – 3941
2022
Q1 		$25K Buy
475
+455
+2,275% +$24.1K ﹤0.01% 1948
2021
Q4 		$1K Buy
+20
New +$1.16K ﹤0.01% 3318
2021
Q2 		$1K Sell
20
-60
-75% -$3.48K ﹤0.01% 2808
2021
Q1 		$1K Hold
80
– – ﹤0.01% 2808
2020
Q4 		$1K Hold
80
– – ﹤0.01% 2808
2020
Q3 		$1K Hold
80
– – ﹤0.01% 2807
2020
Q2 		$1K Hold
80
– – ﹤0.01% 2807
2020
Q1 		$1K Hold
80
– – ﹤0.01% 2806
2019
Q4 		$1K Hold
80
– – ﹤0.01% 2806
2019
Q3 		$1K Hold
80
– – ﹤0.01% 2806
2019
Q2 		$1K Hold
80
– – ﹤0.01% 2806
2019
Q1 		$1K Buy
80
+24
+43% +$995 ﹤0.01% 2805
2018
Q4 		$2K Hold
56
– – ﹤0.01% 1760
2018
Q3 		$3K Buy
+56
New +$2.56K ﹤0.01% 1461

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 29% in Q1 2026, buying an estimated $32.4K and bringing the position to 2,157 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Carson Wealth (CWM LLC) first reported a position in ISCB in Q3 2018 and has held it in 20 quarters since. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,157 shares of iShares Morningstar Small-Cap ETF worth $140K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 480 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $32.4K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3001 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Morningstar Small-Cap ETF in Q3 2018 and has held it in 20 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

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