Carson Wealth (CWM LLC)
IVOO icon

Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.5K Sell
179
-83
-32% -$9.75K ﹤0.01% 4398
2025
Q4 		$29K Sell
262
-97
-27% -$10.8K ﹤0.01% 3969
2025
Q3 		$40K Buy
359
+157
+78% +$17.1K ﹤0.01% 3698
2025
Q2 		$21K Sell
202
-1,900
-90% -$189K ﹤0.01% 3875
2025
Q1 		$207K Buy
2,102
+1,747
+492% +$184K ﹤0.01% 1907
2024
Q4 		$37K Buy
355
+153
+76% +$16.6K ﹤0.01% 3009
2024
Q3 		$21K Hold
202
– – ﹤0.01% 3321
2024
Q2 		$20K Hold
202
– – ﹤0.01% 3112
2024
Q1 		$21K Hold
202
– – ﹤0.01% 2875
2023
Q4 		$19K Hold
202
– – ﹤0.01% 2800
2023
Q3 		$17K Sell
202
-200
-50% -$17.7K ﹤0.01% 2788
2023
Q2 		$36K Hold
402
– – ﹤0.01% 2232
2023
Q1 		$34K Buy
402
+200
+99% +$17.2K ﹤0.01% 2126
2022
Q4 		$17K Hold
202
– – ﹤0.01% 2478
2022
Q3 		$15K Hold
202
– – ﹤0.01% 2422
2022
Q2 		$15K Hold
202
– – ﹤0.01% 2313
2022
Q1 		$18K Hold
202
– – ﹤0.01% 2139
2021
Q4 		$19K Buy
+202
New +$19K ﹤0.01% 2021
2021
Q2 		$18K Hold
202
– – ﹤0.01% 1836
2021
Q1 		$18K Hold
202
– – ﹤0.01% 1835
2020
Q4 		$18K Hold
202
– – ﹤0.01% 1834
2020
Q3 		$18K Hold
202
– – ﹤0.01% 1834
2020
Q2 		$18K Hold
202
– – ﹤0.01% 1834
2020
Q1 		$18K Hold
202
– – ﹤0.01% 1833
2019
Q4 		$18K Hold
202
– – ﹤0.01% 1833
2019
Q3 		$18K Hold
202
– – ﹤0.01% 1833
2019
Q2 		$18K Hold
202
– – ﹤0.01% 1833
2019
Q1 		$18K Sell
202
-7,988
-98% -$497K ﹤0.01% 1833
2018
Q4 		$458K Buy
8,190
+7,988
+3,954% +$492K 0.01% 468
2018
Q3 		$14K Sell
202
-80
-28% -$5.43K ﹤0.01% 1056
2018
Q2 		$19K Buy
+282
New +$18.4K ﹤0.01% 846

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 32% in Q1 2026, selling an estimated $9.75K and leaving 179 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4398.

Carson Wealth (CWM LLC) first reported a position in IVOO in Q2 2018 and has held it in 31 quarters since. The position peaked at $458K in Q4 2018. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 179 shares of Vanguard S&P Mid-Cap 400 ETF worth $20.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 83 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $9.75K.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4398 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard S&P Mid-Cap 400 ETF position peaked at $458K in Q4 2018.
  • 300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

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