Carson Wealth (CWM LLC)
IUSV icon

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

Carson Wealth (CWM LLC)’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.2M Sell
568,929
-44,143
-7% -$4.63M 0.15% 144
2025
Q4 		$62.9M Sell
613,072
-9,475
-2% -$961K 0.17% 115
2025
Q3 		$62.2M Sell
622,547
-53,186
-8% -$5.18M 0.19% 106
2025
Q2 		$63.9M Sell
675,733
-11,140
-2% -$1.01M 0.23% 91
2025
Q1 		$63.4M Sell
686,873
-9,196
-1% -$863K 0.25% 84
2024
Q4 		$64.4M Sell
696,069
-5,157
-0.7% -$496K 0.27% 77
2024
Q3 		$67M Sell
701,226
-24,614
-3% -$2.26M 0.29% 63
2024
Q2 		$64M Sell
725,840
-80,262
-10% -$7.07M 0.3% 60
2024
Q1 		$72.9M Sell
806,102
-40,646
-5% -$3.5M 0.35% 51
2023
Q4 		$71.4M Sell
846,748
-93,570
-10% -$7.29M 0.38% 49
2023
Q3 		$70.2M Sell
940,318
-73,906
-7% -$5.8M 0.43% 44
2023
Q2 		$79.4M Sell
1,014,224
-119,021
-11% -$8.89M 0.49% 40
2023
Q1 		$83.6M Buy
1,133,245
+48,450
+4% +$3.57M 0.57% 33
2022
Q4 		$76.6M Buy
1,084,795
+258,658
+31% +$18M 0.56% 33
2022
Q3 		$51.7M Buy
826,137
+116,902
+16% +$8.07M 0.41% 50
2022
Q2 		$47.4M Buy
709,235
+354,861
+100% +$25.5M 0.37% 55
2022
Q1 		$26.9M Buy
354,374
+209,913
+145% +$15.7M 0.19% 104
2021
Q4 		$11M Buy
+144,461
New +$10.7M 0.08% 202
2021
Q2 		$6M Hold
83,451
– – 0.05% 268
2021
Q1 		$6M Hold
83,451
– – 0.05% 268
2020
Q4 		$6M Hold
83,451
– – 0.05% 268
2020
Q3 		$6M Hold
83,451
– – 0.05% 268
2020
Q2 		$6M Hold
83,451
– – 0.05% 268
2020
Q1 		$6M Hold
83,451
– – 0.05% 268
2019
Q4 		$6M Hold
83,451
– – 0.05% 268
2019
Q3 		$6M Hold
83,451
– – 0.05% 268
2019
Q2 		$6M Hold
83,451
– – 0.05% 268
2019
Q1 		$6M Sell
83,451
-60,869
-42% -$3.25M 0.05% 268
2018
Q4 		$7.08M Buy
144,320
+16,957
+13% +$902K 0.18% 117
2018
Q3 		$7.18M Buy
127,363
+41,853
+49% +$2.34M 0.18% 124
2018
Q2 		$4.59M Buy
85,510
+73,376
+605% +$3.95M 0.15% 127
2018
Q1 		$645K Buy
12,134
+481
+4% +$26.7K 0.03% 263
2017
Q4 		$646K Buy
11,653
+1,578
+16% +$84.8K 0.03% 255
2017
Q3 		$527K Sell
10,075
-5,031
-33% -$258K 0.02% 248
2017
Q2 		$769K Buy
15,106
+15,043
+23,878% +$760K 0.04% 214
2017
Q1 		$3K Buy
+63
New +$3.17K ﹤0.01% 941

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core S&P US Value ETF (IUSV) stake by 7.2% in Q1 2026, selling an estimated $4.63M and leaving 568,929 shares worth $58.2M. The position accounts for 0.15% of the portfolio, ranked #144.

Carson Wealth (CWM LLC) first reported a position in IUSV in Q1 2017 and has held it in 36 quarters since. The position peaked at $83.6M in Q1 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 568,929 shares of iShares Core S&P US Value ETF worth $58.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 44,143 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $4.63M.
  • iShares Core S&P US Value ETF made up 0.15% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #144 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 36 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core S&P US Value ETF position peaked at $83.6M in Q1 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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