Carson Wealth (CWM LLC)’s iShares Micro-Cap ETF IWC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.6K	Buy	305 +5	+2%	+$829	﹤0.01%	3834
2025 Q4	$47K	Hold	300	–	–	﹤0.01%	3650
2025 Q3	$45K	Hold	300	–	–	﹤0.01%	3620
2025 Q2	$38K	Sell	300 -3	-1%	-$347	﹤0.01%	3475
2025 Q1	$34K	Hold	303	–	–	﹤0.01%	3288
2024 Q4	$39K	Buy	303 +74	+32%	+$9.63K	﹤0.01%	2974
2024 Q3	$28K	Sell	229 -97	-30%	-$11.7K	﹤0.01%	3145
2024 Q2	$37K	Buy	326 +102	+46%	+$11.8K	﹤0.01%	2677
2024 Q1	$27K	Buy	224 +4	+2%	+$460	﹤0.01%	2708
2023 Q4	$26K	Hold	220	–	–	﹤0.01%	2597
2023 Q3	$22K	Hold	220	–	–	﹤0.01%	2628
2023 Q2	$24K	Sell	220 -695	-76%	-$73K	﹤0.01%	2514
2023 Q1	$96K	Hold	915	–	–	﹤0.01%	1513
2022 Q4	$99K	Sell	915 -13	-1%	-$1.42K	﹤0.01%	1382
2022 Q3	$96K	Sell	928 -4	-0.4%	-$454	﹤0.01%	1347
2022 Q2	$97K	Buy	932 +17	+2%	+$1.96K	﹤0.01%	1330
2022 Q1	$118K	Hold	915	–	–	﹤0.01%	1264
2021 Q4	$128K	Buy	+915	New	+$133K	﹤0.01%	1205
2021 Q2	$140K	Hold	915	–	–	﹤0.01%	1016
2021 Q1	$140K	Hold	915	–	–	﹤0.01%	1016
2020 Q4	$140K	Hold	915	–	–	﹤0.01%	1016
2020 Q3	$140K	Hold	915	–	–	﹤0.01%	1016
2020 Q2	$140K	Hold	915	–	–	﹤0.01%	1016
2020 Q1	$140K	Hold	915	–	–	﹤0.01%	1016
2019 Q4	$140K	Hold	915	–	–	﹤0.01%	1016
2019 Q3	$140K	Hold	915	–	–	﹤0.01%	1016
2019 Q2	$140K	Hold	915	–	–	﹤0.01%	1016
2019 Q1	$140K	Buy	915 +674	+280%	+$62.1K	﹤0.01%	1016
2018 Q4	$20K	Sell	241 -28	-10%	-$2.6K	﹤0.01%	1144
2018 Q3	$29K	Buy	269 +21	+8%	+$2.25K	﹤0.01%	865
2018 Q2	$26K	Buy	248 +28	+13%	+$2.86K	﹤0.01%	781
2018 Q1	$21K	Hold	220	–	–	﹤0.01%	698
2017 Q4	$21K	Hold	220	–	–	﹤0.01%	685
2017 Q3	$21K	Hold	220	–	–	﹤0.01%	694
2017 Q2	$20K	Hold	220	–	–	﹤0.01%	629
2017 Q1	$19K	Hold	220	–	–	﹤0.01%	608
2016 Q4	$19K	Hold	220	–	–	﹤0.01%	591
2016 Q3	$17K	Hold	220	–	–	﹤0.01%	574
2016 Q2	$16K	Hold	220	–	–	﹤0.01%	490
2016 Q1	$15K	Buy	+220	New	+$14.2K	﹤0.01%	478
2014 Q3	–	Sell	-2,831	Closed	-$215K	–	186
2014 Q2	$215K	Hold	2,831	–	–	0.04%	171
2014 Q1	$219K	Sell	2,831 -7,369	-72%	-$566K	0.03%	131
2013 Q4	$766K	Sell	10,200 -3,736	-27%	-$266K	0.12%	116
2013 Q3	$954K	Buy	+13,936	New	+$920K	0.25%	54

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Micro-Cap ETF (IWC) stake by 1.7% in Q1 2026, buying an estimated $829 and bringing the position to 305 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3834.

Carson Wealth (CWM LLC) first reported a position in IWC in Q3 2013 and has held it in 44 quarters since. The position peaked at $954K in Q3 2013. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Carson Wealth (CWM LLC) held 305 shares of iShares Micro-Cap ETF worth $48.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 5 iShares Micro-Cap ETF shares in Q1 2026, an estimated $829.
iShares Micro-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3834 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Micro-Cap ETF in Q3 2013 and has held it in 44 quarters since.
Carson Wealth (CWM LLC)'s iShares Micro-Cap ETF position peaked at $954K in Q3 2013.
266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

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