Carson Wealth (CWM LLC)
IWN icon

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

Carson Wealth (CWM LLC)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4M Buy
76,058
+17,879
+31% +$3.46M 0.04% 429
2025
Q4 		$10.5M Buy
58,179
+25,050
+76% +$4.5M 0.03% 508
2025
Q3 		$5.86M Sell
33,129
-1,718
-5% -$290K 0.02% 650
2025
Q2 		$5.5M Buy
34,847
+2,103
+6% +$313K 0.02% 556
2025
Q1 		$4.94M Sell
32,744
-1,098
-3% -$177K 0.02% 533
2024
Q4 		$5.56M Buy
33,842
+4,132
+14% +$705K 0.02% 452
2024
Q3 		$4.96M Buy
29,710
+1,780
+6% +$289K 0.02% 444
2024
Q2 		$4.25M Buy
27,930
+653
+2% +$99.9K 0.02% 453
2024
Q1 		$4.33M Buy
27,277
+17,514
+179% +$2.65M 0.02% 447
2023
Q4 		$1.52M Buy
9,763
+1,951
+25% +$270K 0.01% 645
2023
Q3 		$1.06M Sell
7,812
-627
-7% -$89.9K 0.01% 730
2023
Q2 		$1.19M Sell
8,439
-806
-9% -$109K 0.01% 646
2023
Q1 		$1.27M Buy
9,245
+5,054
+121% +$732K 0.01% 587
2022
Q4 		$581K Buy
4,191
+1,192
+40% +$168K ﹤0.01% 755
2022
Q3 		$387K Buy
2,999
+832
+38% +$120K ﹤0.01% 822
2022
Q2 		$295K Sell
2,167
-1,047
-33% -$156K ﹤0.01% 898
2022
Q1 		$519K Buy
3,214
+246
+8% +$39.2K ﹤0.01% 724
2021
Q4 		$493K Buy
+2,968
New +$495K ﹤0.01% 730
2021
Q2 		$515K Hold
3,107
– – ﹤0.01% 671
2021
Q1 		$515K Hold
3,107
– – ﹤0.01% 671
2020
Q4 		$515K Hold
3,107
– – ﹤0.01% 671
2020
Q3 		$515K Hold
3,107
– – ﹤0.01% 671
2020
Q2 		$515K Hold
3,107
– – ﹤0.01% 671
2020
Q1 		$515K Hold
3,107
– – ﹤0.01% 671
2019
Q4 		$515K Hold
3,107
– – ﹤0.01% 671
2019
Q3 		$515K Hold
3,107
– – ﹤0.01% 671
2019
Q2 		$515K Hold
3,107
– – ﹤0.01% 671
2019
Q1 		$515K Buy
3,107
+1,652
+114% +$197K ﹤0.01% 671
2018
Q4 		$156K Buy
1,455
+204
+16% +$24.5K ﹤0.01% 649
2018
Q3 		$166K Buy
1,251
+16
+1% +$2.15K ﹤0.01% 541
2018
Q2 		$163K Sell
1,235
-42
-3% -$5.41K 0.01% 453
2018
Q1 		$156K Hold
1,277
– – 0.01% 393
2017
Q4 		$161K Buy
1,277
+228
+22% +$28.5K 0.01% 370
2017
Q3 		$130K Sell
1,049
-157
-13% -$18.5K 0.01% 378
2017
Q2 		$143K Sell
1,206
-121
-9% -$14.2K 0.01% 346
2017
Q1 		$157K Buy
1,327
+19
+1% +$2.25K 0.01% 315
2016
Q4 		$156K Sell
1,308
-44
-3% -$4.86K 0.01% 298
2016
Q3 		$142K Buy
1,352
+1,072
+383% +$110K 0.01% 295
2016
Q2 		$27K Hold
280
– – ﹤0.01% 434
2016
Q1 		$26K Hold
280
– – ﹤0.01% 414
2015
Q4 		$26K Buy
280
+259
+1,233% +$24.6K ﹤0.01% 372
2015
Q3 		$2K Buy
+21
New +$2.02K ﹤0.01% 580

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Russell 2000 Value ETF (IWN) stake by 31% in Q1 2026, buying an estimated $3.46M and bringing the position to 76,058 shares worth $14.4M. The position accounts for 0.04% of the portfolio, ranked #429.

Carson Wealth (CWM LLC) first reported a position in IWN in Q3 2015 and has held it in 42 quarters since. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 76,058 shares of iShares Russell 2000 Value ETF worth $14.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,879 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $3.46M.
  • iShares Russell 2000 Value ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #429 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 2000 Value ETF in Q3 2015 and has held it in 42 quarters since.
  • 1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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