Carson Wealth (CWM LLC)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.8M	Sell	53,061 -38,722	-42%	-$5.24M	0.02%	692
2025 Q4	$12.6M	Buy	91,783 +3,577	+4%	+$500K	0.03%	439
2025 Q3	$12.6M	Buy	88,206 +2,276	+3%	+$322K	0.04%	395
2025 Q2	$11.9M	Sell	85,930 -4,137	-5%	-$523K	0.04%	354
2025 Q1	$10.6M	Buy	90,067 +11,119	+14%	+$1.43M	0.04%	336
2024 Q4	$10M	Buy	78,948 +34,754	+79%	+$4.42M	0.04%	321
2024 Q3	$5.18M	Sell	44,194 -2,016	-4%	-$225K	0.02%	433
2024 Q2	$5.1M	Sell	46,210 -1,281	-3%	-$141K	0.02%	416
2024 Q1	$5.42M	Buy	47,491 +2,807	+6%	+$304K	0.03%	407
2023 Q4	$4.67M	Buy	44,684 +4,697	+12%	+$445K	0.03%	408
2023 Q3	$3.65M	Sell	39,987 -658	-2%	-$62.9K	0.02%	426
2023 Q2	$3.93M	Sell	40,645 -1,249	-3%	-$114K	0.02%	387
2023 Q1	$3.81M	Buy	41,894 +1,464	+4%	+$131K	0.03%	374
2022 Q4	$3.38M	Sell	40,430 -7,596	-16%	-$639K	0.02%	377
2022 Q3	$3.77M	Buy	48,026 +783	+2%	+$67.4K	0.03%	325
2022 Q2	$3.74M	Sell	47,243 -10,195	-18%	-$888K	0.03%	329
2022 Q1	$5.77M	Sell	57,438 -153,024	-73%	-$15.2M	0.04%	284
2021 Q4	$24.2M	Buy	+210,462	New	+$24.5M	0.17%	121
2021 Q2	$33.5M	Hold	295,725	–	–	0.27%	64
2021 Q1	$33.5M	Hold	295,725	–	–	0.27%	64
2020 Q4	$33.5M	Sell	295,725 -295,725	-50%	-$28.1M	0.27%	64
2020 Q3	$33.5M	Hold	591,450	–	–	0.27%	64
2020 Q2	$33.5M	Hold	591,450	–	–	0.27%	64
2020 Q1	$33.5M	Hold	591,450	–	–	0.27%	64
2019 Q4	$33.5M	Hold	591,450	–	–	0.27%	64
2019 Q3	$33.5M	Hold	591,450	–	–	0.27%	64
2019 Q2	$33.5M	Hold	591,450	–	–	0.27%	64
2019 Q1	$33.5M	Buy	591,450 +500,642	+551%	+$32.1M	0.27%	64
2018 Q4	$5.16M	Buy	90,808 +5,740	+7%	+$349K	0.13%	152
2018 Q3	$5.77M	Buy	85,068 +39,220	+86%	+$2.61M	0.15%	142
2018 Q2	$2.9M	Buy	45,848 +37,460	+447%	+$2.36M	0.1%	176
2018 Q1	$516K	Buy	8,388 +5,974	+247%	+$373K	0.02%	275
2017 Q4	$146K	Sell	2,414 -78	-3%	-$4.58K	0.01%	380
2017 Q3	$141K	Buy	2,492 +246	+11%	+$13.5K	0.01%	365
2017 Q2	$121K	Hold	2,246	–	–	0.01%	367
2017 Q1	$117K	Sell	2,246 -802	-26%	-$40.9K	0.01%	350
2016 Q4	$148K	Sell	3,048 -48	-2%	-$2.31K	0.01%	304
2016 Q3	$151K	Buy	3,096 +48	+2%	+$2.33K	0.01%	286
2016 Q2	$143K	Sell	3,048 -1,022	-25%	-$47.3K	0.01%	269
2016 Q1	$188K	Buy	4,070 +184	+5%	+$7.95K	0.02%	236
2015 Q4	$179K	Buy	3,886 +70	+2%	+$3.25K	0.02%	232
2015 Q3	$169K	Buy	+3,816	New	+$181K	0.02%	220
2015 Q2	–	Sell	-5,196	Closed	-$254K	–	190
2015 Q1	$254K	Sell	5,196 -3,418	-40%	-$163K	0.03%	167
2014 Q4	$402K	Buy	+8,614	New	+$390K	0.05%	148

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 42% in Q1 2026, selling an estimated $5.24M and leaving 53,061 shares worth $6.8M. The position accounts for 0.02% of the portfolio, ranked #692.

Carson Wealth (CWM LLC) first reported a position in IWP in Q4 2014 and has held it in 44 quarters since. The position peaked at $33.5M in Q2 2021. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Carson Wealth (CWM LLC) held 53,061 shares of iShares Russell Mid-Cap Growth ETF worth $6.8M as of Q1 2026.
Carson Wealth (CWM LLC) sold 38,722 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.24M.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #692 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 44 quarters since.
Carson Wealth (CWM LLC)'s iShares Russell Mid-Cap Growth ETF position peaked at $33.5M in Q2 2021.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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