Carson Wealth (CWM LLC)
IWD icon

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

Carson Wealth (CWM LLC)’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.6M Buy
115,022
+1,939
+2% +$425K 0.06% 280
2025
Q4 		$23.8M Buy
113,083
+44,527
+65% +$9.2M 0.06% 272
2025
Q3 		$14M Buy
68,556
+4,205
+7% +$837K 0.04% 369
2025
Q2 		$12.5M Buy
64,351
+174
+0.3% +$32.2K 0.04% 339
2025
Q1 		$12.1M Buy
64,177
+3
+0% +$571 0.05% 309
2024
Q4 		$11.9M Sell
64,174
-825
-1% -$158K 0.05% 290
2024
Q3 		$12.3M Buy
64,999
+10,819
+20% +$1.97M 0.05% 279
2024
Q2 		$9.45M Sell
54,180
-21,170
-28% -$3.7M 0.04% 304
2024
Q1 		$13.5M Buy
75,350
+16,650
+28% +$2.82M 0.07% 248
2023
Q4 		$9.7M Buy
58,700
+11,105
+23% +$1.71M 0.05% 279
2023
Q3 		$7.23M Buy
47,595
+7,804
+20% +$1.24M 0.04% 294
2023
Q2 		$6.28M Buy
39,791
+16,351
+70% +$2.5M 0.04% 309
2023
Q1 		$3.57M Sell
23,440
-2,058
-8% -$318K 0.02% 388
2022
Q4 		$3.87M Buy
25,498
+389
+2% +$58.2K 0.03% 349
2022
Q3 		$3.42M Sell
25,109
-358
-1% -$53.8K 0.03% 337
2022
Q2 		$3.69M Buy
25,467
+4,535
+22% +$709K 0.03% 330
2022
Q1 		$3.47M Buy
20,932
+889
+4% +$146K 0.02% 341
2021
Q4 		$3.37M Buy
+20,043
New +$3.28M 0.02% 345
2021
Q2 		$2.84M Hold
17,921
– – 0.02% 359
2021
Q1 		$2.84M Hold
17,921
– – 0.02% 359
2020
Q4 		$2.84M Hold
17,921
– – 0.02% 359
2020
Q3 		$2.84M Hold
17,921
– – 0.02% 359
2020
Q2 		$2.84M Hold
17,921
– – 0.02% 359
2020
Q1 		$2.84M Hold
17,921
– – 0.02% 359
2019
Q4 		$2.84M Hold
17,921
– – 0.02% 359
2019
Q3 		$2.84M Hold
17,921
– – 0.02% 359
2019
Q2 		$2.84M Hold
17,921
– – 0.02% 359
2019
Q1 		$2.84M Sell
17,921
-26,015
-59% -$3.13M 0.02% 359
2018
Q4 		$4.88M Buy
43,936
+32,268
+277% +$3.87M 0.12% 157
2018
Q3 		$1.48M Sell
11,668
-189
-2% -$23.7K 0.04% 279
2018
Q2 		$1.44M Buy
11,857
+9,901
+506% +$1.2M 0.05% 244
2018
Q1 		$235K Sell
1,956
-4
-0.2% -$499 0.01% 348
2017
Q4 		$244K Buy
1,960
+215
+12% +$26.1K 0.01% 325
2017
Q3 		$207K Sell
1,745
-618
-26% -$72K 0.01% 324
2017
Q2 		$275K Sell
2,363
-414
-15% -$47.6K 0.01% 290
2017
Q1 		$319K Sell
2,777
-1,479
-35% -$170K 0.02% 260
2016
Q4 		$477K Sell
4,256
-2,783
-40% -$301K 0.03% 216
2016
Q3 		$743K Buy
7,039
+743
+12% +$78.3K 0.05% 186
2016
Q2 		$650K Buy
6,296
+5,305
+535% +$536K 0.05% 188
2016
Q1 		$98K Buy
991
+100
+11% +$9.37K 0.01% 284
2015
Q4 		$87K Buy
+891
New +$88.4K 0.01% 268

Other funds holding IWD

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q1 2026, buying an estimated $425K and bringing the position to 115,022 shares worth $24.6M. The position accounts for 0.06% of the portfolio, ranked #280.

Carson Wealth (CWM LLC) first reported a position in IWD in Q4 2015 and has held it in 41 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 115,022 shares of iShares Russell 1000 Value ETF worth $24.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,939 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $425K.
  • iShares Russell 1000 Value ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #280 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 41 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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