Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Russell 1000 ETF IWB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4M Sell
45,888
-5,192
-10% -$1.93M 0.04% 397
2025
Q4 		$19.1M Buy
51,080
+22,635
+80% +$8.38M 0.05% 329
2025
Q3 		$10.4M Sell
28,445
-18,605
-40% -$6.55M 0.03% 457
2025
Q2 		$16M Sell
47,050
-73,808
-61% -$23.2M 0.06% 291
2025
Q1 		$37.1M Buy
120,858
+77,547
+179% +$25.1M 0.15% 133
2024
Q4 		$14M Sell
43,311
-7,861
-15% -$2.55M 0.06% 257
2024
Q3 		$16.1M Buy
51,172
+2,166
+4% +$656K 0.07% 235
2024
Q2 		$14.6M Sell
49,006
-1,603
-3% -$460K 0.07% 241
2024
Q1 		$14.6M Buy
50,609
+2,310
+5% +$633K 0.07% 239
2023
Q4 		$12.7M Buy
48,299
+23,902
+98% +$5.85M 0.07% 242
2023
Q3 		$5.73M Buy
24,397
+11,148
+84% +$2.73M 0.04% 340
2023
Q2 		$3.23M Buy
13,249
+950
+8% +$219K 0.02% 432
2023
Q1 		$2.77M Sell
12,299
-395
-3% -$86.9K 0.02% 431
2022
Q4 		$2.67M Buy
12,694
+1,421
+13% +$301K 0.02% 407
2022
Q3 		$2.23M Sell
11,273
-28
-0.2% -$6.14K 0.02% 404
2022
Q2 		$2.35M Buy
11,301
+106
+0.9% +$24K 0.02% 391
2022
Q1 		$2.8M Sell
11,195
-313
-3% -$77.3K 0.02% 365
2021
Q4 		$3.04M Buy
+11,508
New +$2.96M 0.02% 360
2021
Q2 		$2.36M Hold
9,731
– – 0.02% 385
2021
Q1 		$2.36M Hold
9,731
– – 0.02% 385
2020
Q4 		$2.36M Hold
9,731
– – 0.02% 385
2020
Q3 		$2.36M Hold
9,731
– – 0.02% 385
2020
Q2 		$2.36M Hold
9,731
– – 0.02% 385
2020
Q1 		$2.36M Hold
9,731
– – 0.02% 385
2019
Q4 		$2.36M Hold
9,731
– – 0.02% 385
2019
Q3 		$2.36M Hold
9,731
– – 0.02% 385
2019
Q2 		$2.36M Hold
9,731
– – 0.02% 385
2019
Q1 		$2.36M Buy
9,731
+8,217
+543% +$1.24M 0.02% 385
2018
Q4 		$210K Buy
1,514
+140
+10% +$20.9K 0.01% 591
2018
Q3 		$222K Buy
1,374
+379
+38% +$60.2K 0.01% 501
2018
Q2 		$151K Sell
995
-65
-6% -$9.79K 0.01% 463
2018
Q1 		$156K Hold
1,060
– – 0.01% 392
2017
Q4 		$158K Hold
1,060
– – 0.01% 372
2017
Q3 		$148K Hold
1,060
– – 0.01% 359
2017
Q2 		$143K Hold
1,060
– – 0.01% 345
2017
Q1 		$139K Buy
1,060
+172
+19% +$22.3K 0.01% 328
2016
Q4 		$111K Buy
888
+450
+103% +$54.7K 0.01% 336
2016
Q3 		$53K Sell
438
-825
-65% -$99.2K ﹤0.01% 413
2016
Q2 		$148K Buy
1,263
+957
+313% +$110K 0.01% 265
2016
Q1 		$35K Sell
306
-2,001
-87% -$216K ﹤0.01% 380
2015
Q4 		$261K Sell
2,307
-8,176
-78% -$935K 0.03% 210
2015
Q3 		$1.12M Buy
+10,483
New +$1.19M 0.11% 137

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, selling an estimated $1.93M and leaving 45,888 shares worth $16.4M. The position accounts for 0.04% of the portfolio, ranked #397.

Carson Wealth (CWM LLC) first reported a position in IWB in Q3 2015 and has held it in 42 quarters since. The position peaked at $37.1M in Q1 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 45,888 shares of iShares Russell 1000 ETF worth $16.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,192 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.93M.
  • iShares Russell 1000 ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #397 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 1000 ETF in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Russell 1000 ETF position peaked at $37.1M in Q1 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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