Carson Wealth (CWM LLC)
IWM icon

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
2018
Q4 		– Sell
-2,000
Closed -$4K – 2176
2018
Q3 		$4K Buy
+2,000
New +$338K ﹤0.01% 1398
2016
Q3 		– Sell
-15,400
Closed -$7K – 1028
2016
Q2 		$7K Buy
+15,400
New +$1.74M ﹤0.01% 591

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.