Carson Wealth (CWM LLC)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $540M | Buy |
4,777,915
+2,664
| +0.1% | +$320K | 1.42% | 8 |
|
|
2025
Q4 | $589M | Sell |
4,775,251
-22,753
| -0.5% | -$2.78M | 1.59% | 7 |
|
|
2025
Q3 | $579M | Sell |
4,798,004
-443,395
| -8% | -$51M | 1.74% | 8 |
|
|
2025
Q2 | $577M | Sell |
5,241,399
-132,811
| -2% | -$13.1M | 2.04% | 5 |
|
|
2025
Q1 | $499M | Sell |
5,374,210
-2,899
| -0.1% | -$292K | 1.99% | 6 |
|
|
2024
Q4 | $546M | Sell |
5,377,109
-336,147
| -6% | -$33.5M | 2.27% | 5 |
|
|
2024
Q3 | $547M | Sell |
5,713,256
-297,617
| -5% | -$27.5M | 2.35% | 4 |
|
|
2024
Q2 | $556M | Buy |
6,010,873
+1,591,661
| +36% | +$137M | 2.62% | 4 |
|
|
2024
Q1 | $373M | Buy |
4,419,212
+1,604,659
| +57% | +$129M | 1.81% | 5 |
|
|
2023
Q4 | $211M | Buy |
2,814,553
+419,795
| +18% | +$29.9M | 1.14% | 15 |
|
|
2023
Q3 | $164M | Buy |
2,394,758
+1,101,718
| +85% | +$78M | 1% | 18 |
|
|
2023
Q2 | $91.1M | Buy |
1,293,040
+14,242
| +1% | +$942K | 0.56% | 34 |
|
|
2023
Q1 | $81.7M | Sell |
1,278,798
-23,611
| -2% | -$1.44M | 0.55% | 34 |
|
|
2022
Q4 | $76.2M | Buy |
1,302,409
+13,786
| +1% | +$828K | 0.56% | 34 |
|
|
2022
Q3 | $74.5M | Buy |
1,288,623
+14,012
| +1% | +$910K | 0.59% | 30 |
|
|
2022
Q2 | $76.9M | Sell |
1,274,611
-133,431
| -9% | -$8.83M | 0.6% | 30 |
|
|
2022
Q1 | $108M | Buy |
1,408,042
+45,953
| +3% | +$3.45M | 0.76% | 24 |
|
|
2021
Q4 | $114M | Buy |
+1,362,089
| New | +$110M | 0.8% | 23 |
|
|
2021
Q2 | $93.6M | Hold |
1,287,281
| – | – | 0.75% | 25 |
|
|
2021
Q1 | $93.6M | Hold |
1,287,281
| – | – | 0.75% | 25 |
|
|
2020
Q4 | $93.6M | Sell |
1,287,281
-3,861,843
| -75% | -$234M | 0.75% | 25 |
|
|
2020
Q3 | $93.6M | Hold |
5,149,124
| – | – | 0.75% | 25 |
|
|
2020
Q2 | $93.6M | Hold |
5,149,124
| – | – | 0.75% | 25 |
|
|
2020
Q1 | $93.6M | Hold |
5,149,124
| – | – | 0.75% | 25 |
|
|
2019
Q4 | $93.6M | Hold |
5,149,124
| – | – | 0.75% | 25 |
|
|
2019
Q3 | $93.6M | Hold |
5,149,124
| – | – | 0.75% | 25 |
|
|
2019
Q2 | $93.6M | Hold |
5,149,124
| – | – | 0.75% | 25 |
|
|
2019
Q1 | $93.6M | Buy |
5,149,124
+4,392,424
| +580% | +$180M | 0.75% | 25 |
|
|
2018
Q4 | $28.5M | Buy |
756,700
+165,760
| +28% | +$6.71M | 0.71% | 27 |
|
|
2018
Q3 | $26.2M | Buy |
590,940
+192,436
| +48% | +$8.27M | 0.67% | 33 |
|
|
2018
Q2 | $16.2M | Buy |
398,504
+76,168
| +24% | +$3.06M | 0.53% | 50 |
|
|
2018
Q1 | $12.5M | Sell |
322,336
-21,240
| -6% | -$847K | 0.5% | 57 |
|
|
2017
Q4 | $13.1M | Buy |
343,576
+34,624
| +11% | +$1.29M | 0.58% | 44 |
|
|
2017
Q3 | $11.1M | Buy |
308,952
+14,392
| +5% | +$507K | 0.52% | 52 |
|
|
2017
Q2 | $10.1M | Buy |
294,560
+77,624
| +36% | +$2.63M | 0.52% | 50 |
|
|
2017
Q1 | $7.13M | Buy |
216,936
+93,472
| +76% | +$3M | 0.4% | 54 |
|
|
2016
Q4 | $3.76M | Buy |
123,464
+70,928
| +135% | +$2.14M | 0.23% | 105 |
|
|
2016
Q3 | $1.6M | Buy |
52,536
+48,296
| +1,139% | +$1.46M | 0.11% | 155 |
|
|
2016
Q2 | $124K | Sell |
4,240
-544
| -11% | -$15.8K | 0.01% | 284 |
|
|
2016
Q1 | $139K | Sell |
4,784
-60
| -1% | -$1.65K | 0.01% | 249 |
|
|
2015
Q4 | $140K | Buy |
4,844
+4,456
| +1,148% | +$130K | 0.01% | 243 |
|
|
2015
Q3 | $10K | Buy |
+388
| New | +$11K | ﹤0.01% | 449 |
|
Other funds holding IVW
Carson Wealth (CWM LLC)'s IVW Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q1 2026, buying an estimated $320K and bringing the position to 4,777,915 shares worth $540M. The position accounts for 1.42% of the portfolio, ranked #8.
Carson Wealth (CWM LLC) first reported a position in IVW in Q3 2015 and has held it in 42 quarters since. The position peaked at $589M in Q4 2025. 2,043 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,777,915 shares of iShares S&P 500 Growth ETF worth $540M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,664 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $320K.
- iShares S&P 500 Growth ETF made up 1.42% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #8 holding.
- Carson Wealth (CWM LLC) first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and has held it in 42 quarters since.
- Carson Wealth (CWM LLC)'s iShares S&P 500 Growth ETF position peaked at $589M in Q4 2025.
- 2,043 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.