Carson Wealth (CWM LLC)
IWV icon

Carson Wealth (CWM LLC)’s iShares Russell 3000 ETF IWV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8M Buy
42,590
+811
+2% +$314K 0.04% 403
2025
Q4 		$16.2M Sell
41,779
-207
-0.5% -$79.4K 0.04% 383
2025
Q3 		$15.9M Buy
41,986
+7,644
+22% +$2.79M 0.05% 338
2025
Q2 		$12.1M Buy
34,342
+393
+1% +$128K 0.04% 349
2025
Q1 		$10.8M Buy
33,949
+3,391
+11% +$1.14M 0.04% 330
2024
Q4 		$10.2M Sell
30,558
-4,449
-13% -$1.5M 0.04% 318
2024
Q3 		$11.4M Sell
35,007
-2
-0% -$630 0.05% 287
2024
Q2 		$10.8M Sell
35,009
-375
-1% -$112K 0.05% 283
2024
Q1 		$10.6M Buy
35,384
+59
+0.2% +$16.8K 0.05% 282
2023
Q4 		$9.67M Buy
35,325
+1,114
+3% +$284K 0.05% 280
2023
Q3 		$8.38M Buy
34,211
+615
+2% +$157K 0.05% 265
2023
Q2 		$8.55M Sell
33,596
-33
-0.1% -$7.94K 0.05% 254
2023
Q1 		$7.92M Sell
33,629
-2,409
-7% -$556K 0.05% 246
2022
Q4 		$7.95M Buy
36,038
+901
+3% +$200K 0.06% 228
2022
Q3 		$7.28M Buy
35,137
+11,669
+50% +$2.68M 0.06% 230
2022
Q2 		$5.1M Buy
23,468
+18,137
+340% +$4.29M 0.04% 288
2022
Q1 		$1.4M Sell
5,331
-3,848
-42% -$996K 0.01% 482
2021
Q4 		$2.55M Buy
+9,179
New +$2.49M 0.02% 387
2021
Q2 		$1.4M Hold
5,464
– – 0.01% 508
2021
Q1 		$1.4M Hold
5,464
– – 0.01% 508
2020
Q4 		$1.4M Hold
5,464
– – 0.01% 508
2020
Q3 		$1.4M Hold
5,464
– – 0.01% 508
2020
Q2 		$1.4M Hold
5,464
– – 0.01% 508
2020
Q1 		$1.4M Hold
5,464
– – 0.01% 508
2019
Q4 		$1.4M Hold
5,464
– – 0.01% 508
2019
Q3 		$1.4M Hold
5,464
– – 0.01% 508
2019
Q2 		$1.4M Hold
5,464
– – 0.01% 508
2019
Q1 		$1.4M Buy
5,464
+1,115
+26% +$179K 0.01% 508
2018
Q4 		$639K Buy
4,349
+199
+5% +$31.6K 0.02% 418
2018
Q3 		$715K Hold
4,150
– – 0.02% 345
2018
Q2 		$674K Sell
4,150
-2,500
-38% -$402K 0.02% 310
2018
Q1 		$1.04M Sell
6,650
-200
-3% -$32.3K 0.04% 227
2017
Q4 		$1.08M Hold
6,850
– – 0.05% 219
2017
Q3 		$1.02M Hold
6,850
– – 0.05% 207
2017
Q2 		$987K Buy
6,850
+111
+2% +$15.8K 0.05% 200
2017
Q1 		$943K Hold
6,739
– – 0.05% 189
2016
Q4 		$896K Buy
6,739
+4,475
+198% +$580K 0.05% 186
2016
Q3 		$290K Buy
2,264
+1,829
+420% +$234K 0.02% 230
2016
Q2 		$54K Hold
435
– – ﹤0.01% 366
2016
Q1 		$53K Buy
+435
New +$49.8K ﹤0.01% 336
2015
Q4 		– Sell
-144
Closed -$16K – 722
2015
Q3 		$16K Buy
+144
New +$17.4K ﹤0.01% 394

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Russell 3000 ETF (IWV) stake by 1.9% in Q1 2026, buying an estimated $314K and bringing the position to 42,590 shares worth $15.8M. The position accounts for 0.04% of the portfolio, ranked #403.

Carson Wealth (CWM LLC) first reported a position in IWV in Q3 2015 and has held it in 41 quarters since. The position peaked at $16.2M in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,590 shares of iShares Russell 3000 ETF worth $15.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 811 iShares Russell 3000 ETF shares in Q1 2026, an estimated $314K.
  • iShares Russell 3000 ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #403 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 3000 ETF in Q3 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Russell 3000 ETF position peaked at $16.2M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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