Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares US Equity Factor ETF LRGF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.7M Buy
131,877
+2,483
+2% +$171K 0.02% 604
2025
Q4 		$8.98M Buy
129,394
+11,173
+9% +$774K 0.02% 558
2025
Q3 		$8.17M Buy
118,221
+24,688
+26% +$1.64M 0.02% 537
2025
Q2 		$6M Buy
93,533
+249
+0.3% +$14.8K 0.02% 530
2025
Q1 		$5.4M Buy
93,284
+9,630
+12% +$587K 0.02% 509
2024
Q4 		$5.05M Buy
83,654
+71,837
+608% +$4.36M 0.02% 474
2024
Q3 		$694K Buy
11,817
+37
+0.3% +$2.1K ﹤0.01% 1189
2024
Q2 		$656K Buy
11,780
+26
+0.2% +$1.4K ﹤0.01% 1091
2024
Q1 		$632K Sell
11,754
-8,714
-43% -$443K ﹤0.01% 1039
2023
Q4 		$988K Buy
20,468
+9,182
+81% +$414K 0.01% 814
2023
Q3 		$489K Buy
11,286
+11,142
+7,738% +$500K ﹤0.01% 983
2023
Q2 		$6K Sell
144
-5,856
-98% -$247K ﹤0.01% 3360
2023
Q1 		$249K Sell
6,000
-2,591
-30% -$105K ﹤0.01% 1117
2022
Q4 		$335K Sell
8,591
-2,224
-21% -$87K ﹤0.01% 921
2022
Q3 		$392K Buy
10,815
+4,815
+80% +$193K ﹤0.01% 820
2022
Q2 		$227K Hold
6,000
– – ﹤0.01% 995
2022
Q1 		$267K Hold
6,000
– – ﹤0.01% 931
2021
Q4 		$279K Buy
+6,000
New +$268K ﹤0.01% 902
2021
Q2 		$257K Hold
6,000
– – ﹤0.01% 825
2021
Q1 		$257K Hold
6,000
– – ﹤0.01% 825
2020
Q4 		$257K Hold
6,000
– – ﹤0.01% 825
2020
Q3 		$257K Hold
6,000
– – ﹤0.01% 825
2020
Q2 		$257K Hold
6,000
– – ﹤0.01% 825
2020
Q1 		$257K Hold
6,000
– – ﹤0.01% 825
2019
Q4 		$257K Hold
6,000
– – ﹤0.01% 825
2019
Q3 		$257K Hold
6,000
– – ﹤0.01% 825
2019
Q2 		$257K Hold
6,000
– – ﹤0.01% 825
2019
Q1 		$257K Sell
6,000
-238,510
-98% -$7.22M ﹤0.01% 825
2018
Q4 		$6.81M Buy
+244,510
New +$7.52M 0.17% 126
2017
Q4 		– Sell
-18
Closed -$1K – 1525
2017
Q3 		$1K Hold
18
– – ﹤0.01% 1391
2017
Q2 		$1K Buy
+18
New +$511 ﹤0.01% 1109

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares US Equity Factor ETF (LRGF) stake by 1.9% in Q1 2026, buying an estimated $171K and bringing the position to 131,877 shares worth $8.7M. The position accounts for 0.02% of the portfolio, ranked #604.

Carson Wealth (CWM LLC) first reported a position in LRGF in Q2 2017 and has held it in 31 quarters since. The position peaked at $8.98M in Q4 2025. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 131,877 shares of iShares US Equity Factor ETF worth $8.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,483 iShares US Equity Factor ETF shares in Q1 2026, an estimated $171K.
  • iShares US Equity Factor ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #604 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares US Equity Factor ETF in Q2 2017 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s iShares US Equity Factor ETF position peaked at $8.98M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

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