Carson Wealth (CWM LLC)
IWO icon

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

Carson Wealth (CWM LLC)’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.23M Sell
19,864
-360
-2% -$120K 0.02% 723
2025
Q4 		$6.53M Buy
20,224
+4,347
+27% +$1.41M 0.02% 679
2025
Q3 		$5.08M Sell
15,877
-102
-0.6% -$30.8K 0.02% 705
2025
Q2 		$4.57M Sell
15,979
-420
-3% -$111K 0.02% 619
2025
Q1 		$4.19M Sell
16,399
-61
-0.4% -$17.2K 0.02% 579
2024
Q4 		$4.74M Buy
16,460
+90
+0.5% +$26.6K 0.02% 487
2024
Q3 		$4.65M Sell
16,370
-146
-0.9% -$40K 0.02% 459
2024
Q2 		$4.34M Sell
16,516
-121
-0.7% -$31.4K 0.02% 449
2024
Q1 		$4.5M Buy
16,637
+1,829
+12% +$467K 0.02% 440
2023
Q4 		$3.73M Sell
14,808
-7,029
-32% -$1.58M 0.02% 450
2023
Q3 		$4.89M Buy
21,837
+6,062
+38% +$1.45M 0.03% 367
2023
Q2 		$3.83M Buy
15,775
+3,421
+28% +$784K 0.02% 395
2023
Q1 		$2.8M Sell
12,354
-165
-1% -$37.7K 0.02% 429
2022
Q4 		$2.69M Sell
12,519
-592
-5% -$130K 0.02% 406
2022
Q3 		$2.71M Sell
13,111
-2
-0% -$450 0.02% 376
2022
Q2 		$2.71M Sell
13,113
-1,837
-12% -$410K 0.02% 370
2022
Q1 		$3.82M Buy
14,950
+248
+2% +$63.5K 0.03% 330
2021
Q4 		$4.31M Buy
+14,702
New +$4.43M 0.03% 314
2021
Q2 		$4.15M Hold
13,327
– – 0.03% 304
2021
Q1 		$4.15M Hold
13,327
– – 0.03% 304
2020
Q4 		$4.15M Hold
13,327
– – 0.03% 304
2020
Q3 		$4.15M Hold
13,327
– – 0.03% 304
2020
Q2 		$4.15M Hold
13,327
– – 0.03% 304
2020
Q1 		$4.15M Hold
13,327
– – 0.03% 304
2019
Q4 		$4.15M Hold
13,327
– – 0.03% 304
2019
Q3 		$4.15M Hold
13,327
– – 0.03% 304
2019
Q2 		$4.15M Hold
13,327
– – 0.03% 304
2019
Q1 		$4.15M Sell
13,327
-6,700
-33% -$1.27M 0.03% 304
2018
Q4 		$3.36M Sell
20,027
-5,318
-21% -$992K 0.08% 205
2018
Q3 		$5.45M Buy
25,345
+19,584
+340% +$4.18M 0.14% 150
2018
Q2 		$1.18M Buy
5,761
+5,215
+955% +$1.04M 0.04% 259
2018
Q1 		$104K Hold
546
– – ﹤0.01% 434
2017
Q4 		$102K Hold
546
– – ﹤0.01% 428
2017
Q3 		$98K Hold
546
– – ﹤0.01% 419
2017
Q2 		$92K Sell
546
-504
-48% -$83K ﹤0.01% 392
2017
Q1 		$170K Buy
1,050
+374
+55% +$59.4K 0.01% 308
2016
Q4 		$104K Sell
676
-30
-4% -$4.48K 0.01% 344
2016
Q3 		$105K Buy
706
+560
+384% +$81.6K 0.01% 330
2016
Q2 		$20K Sell
146
-21
-13% -$2.83K ﹤0.01% 469
2016
Q1 		$22K Sell
167
-579
-78% -$72.3K ﹤0.01% 431
2015
Q4 		$104K Buy
746
+130
+21% +$18.4K 0.01% 259
2015
Q3 		$83K Buy
+616
New +$91.3K 0.01% 250

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Carson Wealth (CWM LLC) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q1 2026, selling an estimated $120K and leaving 19,864 shares worth $6.23M. The position accounts for 0.02% of the portfolio, ranked #723.

Carson Wealth (CWM LLC) first reported a position in IWO in Q3 2015 and has held it in 42 quarters since. The position peaked at $6.53M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,864 shares of iShares Russell 2000 Growth ETF worth $6.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 360 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $120K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #723 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Russell 2000 Growth ETF position peaked at $6.53M in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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