Carson Wealth (CWM LLC)
IWL icon

Carson Wealth (CWM LLC)’s iShares Russell Top 200 ETF IWL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.7M Buy
16,848
+9,660
+134% +$1.63M 0.01% 1067
2025
Q4 		$1.23M Buy
7,188
+453
+7% +$76.5K ﹤0.01% 1379
2025
Q3 		$1.12M Hold
6,735
– – ﹤0.01% 1345
2025
Q2 		$1.03M Buy
6,735
+6,734
+673,400% +$949K ﹤0.01% 1231
2025
Q1 		$0 Buy
+1
New +$145 ﹤0.01% 5124
2019
Q1 		– Sell
-62
Closed -$4K – 3113
2018
Q4 		$4K Hold
62
– – ﹤0.01% 1594
2018
Q3 		$4K Hold
62
– – ﹤0.01% 1397
2018
Q2 		$4K Hold
62
– – ﹤0.01% 1244
2018
Q1 		$4K Hold
62
– – ﹤0.01% 1051
2017
Q4 		$4K Hold
62
– – ﹤0.01% 1140
2017
Q3 		$4K Hold
62
– – ﹤0.01% 1138
2017
Q2 		$3K Hold
62
– – ﹤0.01% 959
2017
Q1 		$3K Hold
62
– – ﹤0.01% 942
2016
Q4 		$3K Hold
62
– – ﹤0.01% 926
2016
Q3 		$3K Buy
+62
New +$3.05K ﹤0.01% 881

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Russell Top 200 ETF (IWL) stake by 134% in Q1 2026, buying an estimated $1.63M and bringing the position to 16,848 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1067.

Carson Wealth (CWM LLC) first reported a position in IWL in Q3 2016 and has held it in 15 quarters since. 226 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,848 shares of iShares Russell Top 200 ETF worth $2.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,660 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $1.63M.
  • iShares Russell Top 200 ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1067 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell Top 200 ETF in Q3 2016 and has held it in 15 quarters since.
  • 226 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

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