Carson Wealth (CWM LLC)
IWR icon

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

Carson Wealth (CWM LLC)’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.2M Sell
177,262
-60,190
-25% -$6.01M 0.05% 375
2025
Q4 		$22.9M Buy
237,452
+25,585
+12% +$2.46M 0.06% 284
2025
Q3 		$20.5M Buy
211,867
+44,996
+27% +$4.27M 0.06% 271
2025
Q2 		$15.3M Buy
166,871
+12,387
+8% +$1.07M 0.05% 296
2025
Q1 		$13.1M Buy
154,484
+20,870
+16% +$1.86M 0.05% 294
2024
Q4 		$11.8M Buy
133,614
+8,558
+7% +$777K 0.05% 293
2024
Q3 		$11M Buy
125,056
+5,914
+5% +$498K 0.05% 291
2024
Q2 		$9.66M Buy
119,142
+2,410
+2% +$196K 0.05% 301
2024
Q1 		$9.82M Buy
116,732
+92,913
+390% +$7.36M 0.05% 293
2023
Q4 		$1.85M Sell
23,819
-1,799
-7% -$128K 0.01% 590
2023
Q3 		$1.77M Sell
25,618
-17,245
-40% -$1.26M 0.01% 574
2023
Q2 		$3.13M Buy
42,863
+20,945
+96% +$1.46M 0.02% 437
2023
Q1 		$1.53M Buy
21,918
+5,523
+34% +$390K 0.01% 534
2022
Q4 		$1.11M Sell
16,395
-74
-0.4% -$4.99K 0.01% 585
2022
Q3 		$1.02M Sell
16,469
-4,158
-20% -$286K 0.01% 554
2022
Q2 		$1.33M Buy
20,627
+8,188
+66% +$583K 0.01% 495
2022
Q1 		$971K Buy
12,439
+1,236
+11% +$95.1K 0.01% 566
2021
Q4 		$930K Buy
+11,203
New +$920K 0.01% 587
2021
Q2 		$806K Hold
10,169
– – 0.01% 601
2021
Q1 		$806K Hold
10,169
– – 0.01% 601
2020
Q4 		$806K Hold
10,169
– – 0.01% 601
2020
Q3 		$806K Hold
10,169
– – 0.01% 601
2020
Q2 		$806K Hold
10,169
– – 0.01% 601
2020
Q1 		$806K Hold
10,169
– – 0.01% 601
2019
Q4 		$806K Hold
10,169
– – 0.01% 601
2019
Q3 		$806K Hold
10,169
– – 0.01% 601
2019
Q2 		$806K Hold
10,169
– – 0.01% 601
2019
Q1 		$806K Buy
10,169
+6,169
+154% +$320K 0.01% 601
2018
Q4 		$186K Buy
4,000
+1,184
+42% +$59.7K ﹤0.01% 616
2018
Q3 		$155K Buy
2,816
+1,732
+160% +$94.9K ﹤0.01% 556
2018
Q2 		$57K Buy
1,084
+932
+613% +$49.1K ﹤0.01% 606
2018
Q1 		$8K Sell
152
-6,820
-98% -$359K ﹤0.01% 894
2017
Q4 		$363K Sell
6,972
-60
-0.9% -$3.04K 0.02% 291
2017
Q3 		$347K Buy
7,032
+6,972
+11,620% +$337K 0.02% 283
2017
Q2 		$3K Sell
60
-828
-93% -$39.3K ﹤0.01% 960
2017
Q1 		$42K Buy
888
+828
+1,380% +$38.4K ﹤0.01% 485
2016
Q4 		$3K Buy
+60
New +$2.62K ﹤0.01% 927
2015
Q1 		– Sell
-17,968
Closed -$750K – 185
2014
Q4 		$750K Buy
+17,968
New +$729K 0.09% 136

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q1 2026, selling an estimated $6.01M and leaving 177,262 shares worth $17.2M. The position accounts for 0.05% of the portfolio, ranked #375.

Carson Wealth (CWM LLC) first reported a position in IWR in Q4 2014 and has held it in 38 quarters since. The position peaked at $22.9M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 177,262 shares of iShares Russell Mid-Cap ETF worth $17.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 60,190 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $6.01M.
  • iShares Russell Mid-Cap ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #375 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Russell Mid-Cap ETF position peaked at $22.9M in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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