Carson Wealth (CWM LLC)
ITDF icon

Carson Wealth (CWM LLC)’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ITDF Stock Details ITDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26
Closed -$1K – 5026
2024
Q3 		$1K Buy
26
+20
+333% +$616 ﹤0.01% 4607
2024
Q2 		$0 Buy
+6
New +$176 ﹤0.01% 4746

Other funds holding ITDF

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ITDF Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares LifePath Target Date 2050 ETF (ITDF) in Q4 2024, closing a stake of 26 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in ITDF in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q3 2024. 5 funds tracked by Wall St. Rank hold ITDF as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining iShares LifePath Target Date 2050 ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 26 iShares LifePath Target Date 2050 ETF shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in iShares LifePath Target Date 2050 ETF in Q2 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s iShares LifePath Target Date 2050 ETF position peaked at $1K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.