Carson Wealth (CWM LLC)
IUSG icon

Carson Wealth (CWM LLC)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.69M Sell
43,150
-1,444
-3% -$238K 0.02% 697
2025
Q4 		$7.49M Buy
44,594
+405
+0.9% +$67.6K 0.02% 626
2025
Q3 		$7.27M Sell
44,189
-3,321
-7% -$522K 0.02% 581
2025
Q2 		$7.14M Buy
47,510
+9,236
+24% +$1.25M 0.03% 492
2025
Q1 		$4.86M Buy
38,274
+381
+1% +$52.7K 0.02% 538
2024
Q4 		$5.28M Buy
37,893
+34
+0.1% +$4.67K 0.02% 462
2024
Q3 		$4.99M Sell
37,859
-778
-2% -$98.9K 0.02% 440
2024
Q2 		$4.92M Buy
38,637
+2,722
+8% +$325K 0.02% 423
2024
Q1 		$4.21M Buy
35,915
+1,546
+4% +$172K 0.02% 452
2023
Q4 		$3.58M Sell
34,369
-156
-0.5% -$15.4K 0.02% 458
2023
Q3 		$3.27M Buy
34,525
+3,877
+13% +$380K 0.02% 443
2023
Q2 		$2.99M Buy
30,648
+4,130
+16% +$379K 0.02% 447
2023
Q1 		$2.35M Buy
26,518
+3,047
+13% +$259K 0.02% 453
2022
Q4 		$1.91M Buy
23,471
+5,321
+29% +$445K 0.01% 459
2022
Q3 		$1.46M Sell
18,150
-257
-1% -$23.1K 0.01% 461
2022
Q2 		$1.54M Sell
18,407
-1,253
-6% -$115K 0.01% 449
2022
Q1 		$2.08M Sell
19,660
-373
-2% -$38.8K 0.01% 407
2021
Q4 		$2.32M Buy
+20,033
New +$2.23M 0.02% 402
2021
Q2 		$1.97M Hold
19,469
– – 0.02% 427
2021
Q1 		$1.97M Hold
19,469
– – 0.02% 427
2020
Q4 		$1.97M Hold
19,469
– – 0.02% 427
2020
Q3 		$1.97M Hold
19,469
– – 0.02% 427
2020
Q2 		$1.97M Hold
19,469
– – 0.02% 427
2020
Q1 		$1.97M Hold
19,469
– – 0.02% 427
2019
Q4 		$1.97M Hold
19,469
– – 0.02% 427
2019
Q3 		$1.97M Hold
19,469
– – 0.02% 427
2019
Q2 		$1.97M Hold
19,469
– – 0.02% 427
2019
Q1 		$1.97M Sell
19,469
-4,714
-19% -$270K 0.02% 427
2018
Q4 		$1.27M Buy
24,183
+956
+4% +$54.2K 0.03% 335
2018
Q3 		$1.44M Buy
23,227
+477
+2% +$28.8K 0.04% 283
2018
Q2 		$1.3M Buy
22,750
+1,883
+9% +$106K 0.04% 250
2018
Q1 		$1.14M Sell
20,867
-2,966
-12% -$166K 0.05% 215
2017
Q4 		$1.28M Buy
23,833
+2,464
+12% +$130K 0.06% 214
2017
Q3 		$1.08M Sell
21,369
-87
-0.4% -$4.31K 0.05% 200
2017
Q2 		$1.03M Buy
21,456
+20,444
+2,020% +$976K 0.05% 191
2017
Q1 		$47K Buy
1,012
+90
+10% +$4.07K ﹤0.01% 471
2016
Q4 		$40K Hold
922
– – ﹤0.01% 481
2016
Q3 		$39K Hold
922
– – ﹤0.01% 451
2016
Q2 		$38K Hold
922
– – ﹤0.01% 400
2016
Q1 		$37K Buy
+922
New +$35.4K ﹤0.01% 372

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.2% in Q1 2026, selling an estimated $238K and leaving 43,150 shares worth $6.69M. The position accounts for 0.02% of the portfolio, ranked #697.

Carson Wealth (CWM LLC) first reported a position in IUSG in Q1 2016 and has held it in 40 quarters since. The position peaked at $7.49M in Q4 2025. 869 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 43,150 shares of iShares Core S&P US Growth ETF worth $6.69M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,444 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $238K.
  • iShares Core S&P US Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #697 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core S&P US Growth ETF position peaked at $7.49M in Q4 2025.
  • 869 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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