Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Russell 2000 ETF IWM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8M Sell
83,836
-1,194
-1% -$308K 0.05% 320
2025
Q4 		$20.9M Buy
85,030
+4,153
+5% +$1.02M 0.06% 300
2025
Q3 		$19.6M Buy
80,877
+5,709
+8% +$1.31M 0.06% 278
2025
Q2 		$16.2M Sell
75,168
-8,241
-10% -$1.66M 0.06% 287
2025
Q1 		$16.6M Sell
83,409
-46,110
-36% -$10M 0.07% 250
2024
Q4 		$28.6M Sell
129,519
-73,461
-36% -$16.7M 0.12% 152
2024
Q3 		$44.8M Buy
202,980
+4,154
+2% +$889K 0.19% 102
2024
Q2 		$40.3M Buy
198,826
+7,424
+4% +$1.5M 0.19% 108
2024
Q1 		$40.3M Buy
191,402
+55,844
+41% +$11.1M 0.2% 102
2023
Q4 		$27.2M Buy
135,558
+57,238
+73% +$10.3M 0.15% 140
2023
Q3 		$13.8M Buy
78,320
+25,090
+47% +$4.71M 0.08% 196
2023
Q2 		$9.97M Buy
53,230
+34,978
+192% +$6.24M 0.06% 234
2023
Q1 		$3.26M Buy
18,252
+1,668
+10% +$307K 0.02% 404
2022
Q4 		$2.89M Buy
16,584
+223
+1% +$39.7K 0.02% 390
2022
Q3 		$2.7M Buy
16,361
+1,725
+12% +$315K 0.02% 378
2022
Q2 		$2.48M Sell
14,636
-3,563
-20% -$657K 0.02% 383
2022
Q1 		$3.74M Sell
18,199
-22,545
-55% -$4.6M 0.03% 334
2021
Q4 		$9.06M Buy
+40,744
New +$9.21M 0.06% 222
2021
Q2 		$11.3M Hold
49,247
– – 0.09% 190
2021
Q1 		$11.3M Hold
49,247
– – 0.09% 190
2020
Q4 		$11.3M Hold
49,247
– – 0.09% 190
2020
Q3 		$11.3M Hold
49,247
– – 0.09% 190
2020
Q2 		$11.3M Hold
49,247
– – 0.09% 190
2020
Q1 		$11.3M Hold
49,247
– – 0.09% 190
2019
Q4 		$11.3M Hold
49,247
– – 0.09% 190
2019
Q3 		$11.3M Hold
49,247
– – 0.09% 190
2019
Q2 		$11.3M Hold
49,247
– – 0.09% 190
2019
Q1 		$11.3M Buy
49,247
+27,684
+128% +$4.16M 0.09% 190
2018
Q4 		$2.89M Buy
21,563
+11,583
+116% +$1.73M 0.07% 232
2018
Q3 		$1.68M Buy
9,980
+3,824
+62% +$646K 0.04% 268
2018
Q2 		$1.01M Buy
6,156
+2,336
+61% +$374K 0.03% 274
2018
Q1 		$580K Sell
3,820
-11,788
-76% -$1.82M 0.02% 270
2017
Q4 		$2.38M Buy
15,608
+11,532
+283% +$1.73M 0.11% 150
2017
Q3 		$604K Buy
4,076
+1,196
+42% +$168K 0.03% 236
2017
Q2 		$406K Sell
2,880
-98,315
-97% -$13.6M 0.02% 254
2017
Q1 		$13.9M Sell
101,195
-131,136
-56% -$17.9M 0.79% 36
2016
Q4 		$31.3M Buy
232,331
+228,749
+6,386% +$29.2M 1.92% 4
2016
Q3 		$445K Buy
3,582
+1,726
+93% +$210K 0.03% 208
2016
Q2 		$213K Buy
1,856
+610
+49% +$68.8K 0.02% 238
2016
Q1 		$138K Sell
1,246
-9,186
-88% -$951K 0.01% 250
2015
Q4 		$1.18M Sell
10,432
-3,369
-24% -$389K 0.11% 142
2015
Q3 		$1.51M Buy
13,801
+3,562
+35% +$422K 0.15% 131
2015
Q2 		$1.28M Buy
10,239
+1,460
+17% +$182K 0.12% 129
2015
Q1 		$1.09M Buy
8,779
+5,858
+201% +$706K 0.11% 131
2014
Q4 		$349K Buy
+2,921
New +$334K 0.04% 150

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q1 2026, selling an estimated $308K and leaving 83,836 shares worth $20.8M. The position accounts for 0.05% of the portfolio, ranked #320.

Carson Wealth (CWM LLC) first reported a position in IWM in Q4 2014 and has held it in 45 quarters since. The position peaked at $44.8M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,836 shares of iShares Russell 2000 ETF worth $20.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,194 iShares Russell 2000 ETF shares in Q1 2026, an estimated $308K.
  • iShares Russell 2000 ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #320 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 45 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Russell 2000 ETF position peaked at $44.8M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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