Carson Wealth (CWM LLC)
IWF icon

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

Carson Wealth (CWM LLC)’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.3M Sell
462,924
-59,396
-11% -$6.74M 0.13% 156
2025
Q4 		$61.8M Buy
522,320
+142,588
+38% +$16.9M 0.17% 119
2025
Q3 		$44.5M Buy
379,732
+44,264
+13% +$4.93M 0.13% 138
2025
Q2 		$35.6M Buy
335,468
+18,940
+6% +$1.81M 0.13% 147
2025
Q1 		$28.6M Buy
316,528
+884
+0.3% +$87.2K 0.11% 167
2024
Q4 		$31.7M Buy
315,644
+29,084
+10% +$2.86M 0.13% 138
2024
Q3 		$26.9M Sell
286,560
-7,272
-2% -$659K 0.12% 161
2024
Q2 		$26.8M Sell
293,832
-59,220
-17% -$5.06M 0.13% 150
2024
Q1 		$29.7M Buy
353,052
+42,220
+14% +$3.4M 0.14% 144
2023
Q4 		$23.6M Buy
310,832
+48,424
+18% +$3.42M 0.13% 160
2023
Q3 		$17.4M Sell
262,408
-2,068
-0.8% -$143K 0.11% 175
2023
Q2 		$18.2M Buy
264,476
+139,160
+111% +$8.85M 0.11% 167
2023
Q1 		$7.66M Sell
125,316
-2,080
-2% -$120K 0.05% 257
2022
Q4 		$6.82M Buy
127,396
+3,012
+2% +$166K 0.05% 255
2022
Q3 		$6.54M Buy
124,384
+8,840
+8% +$520K 0.05% 243
2022
Q2 		$6.32M Buy
115,544
+4,588
+4% +$275K 0.05% 257
2022
Q1 		$7.7M Buy
110,956
+7,408
+7% +$506K 0.05% 241
2021
Q4 		$7.91M Buy
+103,548
New +$7.68M 0.06% 244
2021
Q2 		$6.71M Hold
98,872
– – 0.05% 250
2021
Q1 		$6.71M Hold
98,872
– – 0.05% 250
2020
Q4 		$6.71M Hold
98,872
– – 0.05% 250
2020
Q3 		$6.71M Hold
98,872
– – 0.05% 250
2020
Q2 		$6.71M Hold
98,872
– – 0.05% 250
2020
Q1 		$6.71M Hold
98,872
– – 0.05% 250
2019
Q4 		$6.71M Hold
98,872
– – 0.05% 250
2019
Q3 		$6.71M Hold
98,872
– – 0.05% 250
2019
Q2 		$6.71M Hold
98,872
– – 0.05% 250
2019
Q1 		$6.71M Buy
98,872
+68,468
+225% +$2.46M 0.05% 250
2018
Q4 		$995K Buy
30,404
+8,352
+38% +$294K 0.02% 376
2018
Q3 		$860K Buy
22,052
+3,204
+17% +$121K 0.02% 330
2018
Q2 		$678K Buy
18,848
+7,064
+60% +$249K 0.02% 309
2018
Q1 		$401K Buy
11,784
+400
+4% +$14K 0.02% 303
2017
Q4 		$383K Buy
11,384
+216
+2% +$7.08K 0.02% 287
2017
Q3 		$349K Buy
11,168
+3,864
+53% +$118K 0.02% 282
2017
Q2 		$217K Sell
7,304
-17,176
-70% -$504K 0.01% 300
2017
Q1 		$696K Buy
24,480
+13,760
+128% +$382K 0.04% 209
2016
Q4 		$281K Sell
10,720
-9,776
-48% -$254K 0.02% 249
2016
Q3 		$534K Buy
20,496
+160
+0.8% +$4.16K 0.04% 203
2016
Q2 		$510K Buy
20,336
+19,272
+1,811% +$481K 0.04% 198
2016
Q1 		$27K Buy
1,064
+672
+171% +$15.9K ﹤0.01% 410
2015
Q4 		$10K Buy
+392
New +$9.78K ﹤0.01% 468

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, selling an estimated $6.74M and leaving 462,924 shares worth $49.3M. The position accounts for 0.13% of the portfolio, ranked #156.

Carson Wealth (CWM LLC) first reported a position in IWF in Q4 2015 and has held it in 41 quarters since. The position peaked at $61.8M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 462,924 shares of iShares Russell 1000 Growth ETF worth $49.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 59,396 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $6.74M.
  • iShares Russell 1000 Growth ETF made up 0.13% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #156 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Russell 1000 Growth ETF position peaked at $61.8M in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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