Carson Wealth (CWM LLC)
REM icon

Carson Wealth (CWM LLC)’s iShares Mortgage Real Estate ETF REM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.5K Sell
1,748
-110
-6% -$2.47K ﹤0.01% 4010
2025
Q4 		$41K Sell
1,858
-81
-4% -$1.8K ﹤0.01% 3748
2025
Q3 		$43K Sell
1,939
-407
-17% -$9.07K ﹤0.01% 3650
2025
Q2 		$50K Buy
2,346
+6
+0.3% +$126 ﹤0.01% 3283
2025
Q1 		$53K Buy
2,340
+226
+11% +$5.1K ﹤0.01% 2941
2024
Q4 		$45K Sell
2,114
-530
-20% -$12K ﹤0.01% 2883
2024
Q3 		$63K Sell
2,644
-1,017
-28% -$23.9K ﹤0.01% 2527
2024
Q2 		$81K Buy
3,661
+6
+0.2% +$134 ﹤0.01% 2122
2024
Q1 		$85K Buy
3,655
+26
+0.7% +$589 ﹤0.01% 1973
2023
Q4 		$86K Sell
3,629
-404
-10% -$8.92K ﹤0.01% 1847
2023
Q3 		$90K Buy
4,033
+172
+4% +$4.09K ﹤0.01% 1705
2023
Q2 		$91K Buy
3,861
+414
+12% +$9.06K ﹤0.01% 1617
2023
Q1 		$75K Buy
3,447
+2,972
+626% +$70.9K ﹤0.01% 1643
2022
Q4 		$11K Hold
475
– – ﹤0.01% 2765
2022
Q3 		$10K Hold
475
– – ﹤0.01% 2696
2022
Q2 		$13K Hold
475
– – ﹤0.01% 2430
2022
Q1 		$16K Hold
475
– – ﹤0.01% 2226
2021
Q4 		$16K Buy
+475
New +$17.4K ﹤0.01% 2119
2019
Q1 		– Sell
-102
Closed -$4K – 3217
2018
Q4 		$4K Buy
+102
New +$4.33K ﹤0.01% 1605

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Mortgage Real Estate ETF (REM) stake by 5.9% in Q1 2026, selling an estimated $2.47K and leaving 1,748 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4010.

Carson Wealth (CWM LLC) first reported a position in REM in Q4 2018 and has held it in 19 quarters since. The position peaked at $91K in Q2 2023. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,748 shares of iShares Mortgage Real Estate ETF worth $37.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 110 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $2.47K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4010 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Mortgage Real Estate ETF position peaked at $91K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

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