Carson Wealth (CWM LLC)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	16,026 +634	+4%	+$60.3K	﹤0.01%	1336
2025 Q4	$1.41M	Buy	15,392 +9,253	+151%	+$830K	﹤0.01%	1316
2025 Q3	$539K	Buy	6,139 +4,187	+214%	+$359K	﹤0.01%	1753
2025 Q2	$164K	Hold	1,952	–	–	﹤0.01%	2348
2025 Q1	$160K	Sell	1,952 -1,525	-44%	-$125K	﹤0.01%	2073
2024 Q4	$275K	Buy	3,477 +1,525	+78%	+$125K	﹤0.01%	1648
2024 Q3	$159K	Hold	1,952	–	–	﹤0.01%	1883
2024 Q2	$146K	Sell	1,952 -86	-4%	-$6.43K	﹤0.01%	1752
2024 Q1	$156K	Sell	2,038 -25	-1%	-$1.81K	﹤0.01%	1636
2023 Q4	$145K	Hold	2,063	–	–	﹤0.01%	1566
2023 Q3	$135K	Hold	2,063	–	–	﹤0.01%	1473
2023 Q2	$139K	Hold	2,063	–	–	﹤0.01%	1398
2023 Q1	$134K	Buy	2,063 +298	+17%	+$19.5K	﹤0.01%	1358
2022 Q4	$115K	Sell	1,765 -496	-22%	-$31.6K	﹤0.01%	1319
2022 Q3	$130K	Sell	2,261 -5,800	-72%	-$369K	﹤0.01%	1225
2022 Q2	$498K	Buy	8,061 +5,751	+249%	+$379K	﹤0.01%	736
2022 Q1	$161K	Hold	2,310	–	–	﹤0.01%	1127
2021 Q4	$162K	Buy	+2,310	New	+$158K	﹤0.01%	1107
2021 Q2	$119K	Hold	1,789	–	–	﹤0.01%	1073
2021 Q1	$119K	Hold	1,789	–	–	﹤0.01%	1073
2020 Q4	$119K	Hold	1,789	–	–	﹤0.01%	1073
2020 Q3	$119K	Hold	1,789	–	–	﹤0.01%	1073
2020 Q2	$119K	Hold	1,789	–	–	﹤0.01%	1073
2020 Q1	$119K	Hold	1,789	–	–	﹤0.01%	1073
2019 Q4	$119K	Hold	1,789	–	–	﹤0.01%	1073
2019 Q3	$119K	Hold	1,789	–	–	﹤0.01%	1073
2019 Q2	$119K	Hold	1,789	–	–	﹤0.01%	1073
2019 Q1	$119K	Buy	1,789 +1,703	+1,980%	+$87.2K	﹤0.01%	1073
2018 Q4	$4K	Hold	86	–	–	﹤0.01%	1595
2018 Q3	$5K	Hold	86	–	–	﹤0.01%	1347
2018 Q2	$4K	Hold	86	–	–	﹤0.01%	1245
2018 Q1	$4K	Hold	86	–	–	﹤0.01%	1052
2017 Q4	$5K	Hold	86	–	–	﹤0.01%	1091
2017 Q3	$4K	Hold	86	–	–	﹤0.01%	1139
2017 Q2	$4K	Hold	86	–	–	﹤0.01%	915
2017 Q1	$4K	Hold	86	–	–	﹤0.01%	900
2016 Q4	$4K	Hold	86	–	–	﹤0.01%	879
2016 Q3	$4K	Hold	86	–	–	﹤0.01%	845
2016 Q2	$4K	Hold	86	–	–	﹤0.01%	657
2016 Q1	$4K	Hold	86	–	–	﹤0.01%	623
2015 Q4	$4K	Hold	86	–	–	﹤0.01%	551
2015 Q3	$3K	Buy	+86	New	+$3.6K	﹤0.01%	552

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Russell Top 200 Value ETF (IWX) stake by 4.1% in Q1 2026, buying an estimated $60.3K and bringing the position to 16,026 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Carson Wealth (CWM LLC) first reported a position in IWX in Q3 2015 and has held it in 42 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Carson Wealth (CWM LLC) held 16,026 shares of iShares Russell Top 200 Value ETF worth $1.49M as of Q1 2026.
Carson Wealth (CWM LLC) bought 634 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $60.3K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1336 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Russell Top 200 Value ETF in Q3 2015 and has held it in 42 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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