Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233K Hold
1,461
– – ﹤0.01% 2599
2025
Q4 		$236K Hold
1,461
– – ﹤0.01% 2431
2025
Q3 		$235K Buy
1,461
+3
+0.2% +$474 ﹤0.01% 2322
2025
Q2 		$225K Buy
1,458
+3
+0.2% +$438 ﹤0.01% 2071
2025
Q1 		$212K Buy
1,455
+2
+0.1% +$301 ﹤0.01% 1887
2024
Q4 		$216K Buy
1,453
+11
+0.8% +$1.68K ﹤0.01% 1780
2024
Q3 		$215K Buy
1,442
+4
+0.3% +$570 ﹤0.01% 1721
2024
Q2 		$198K Buy
1,438
+2
+0.1% +$275 ﹤0.01% 1591
2024
Q1 		$204K Buy
1,436
+3
+0.2% +$404 ﹤0.01% 1514
2023
Q4 		$189K Buy
1,433
+472
+49% +$57K ﹤0.01% 1443
2023
Q3 		$113K Buy
961
+787
+452% +$97K ﹤0.01% 1563
2023
Q2 		$21K Sell
174
-76
-30% -$8.91K ﹤0.01% 2614
2023
Q1 		$29K Hold
250
– – ﹤0.01% 2252
2022
Q4 		$28K Hold
250
– – ﹤0.01% 2135
2022
Q3 		$26K Buy
250
+174
+229% +$20.2K ﹤0.01% 2065
2022
Q2 		$8K Hold
76
– – ﹤0.01% 2735
2022
Q1 		$10K Sell
76
-5
-6% -$645 ﹤0.01% 2495
2021
Q4 		$11K Buy
+81
New +$10.9K ﹤0.01% 2317
2021
Q2 		$10K Hold
81
– – ﹤0.01% 2118
2021
Q1 		$10K Hold
81
– – ﹤0.01% 2117
2020
Q4 		$10K Hold
81
– – ﹤0.01% 2117
2020
Q3 		$10K Hold
81
– – ﹤0.01% 2116
2020
Q2 		$10K Hold
81
– – ﹤0.01% 2116
2020
Q1 		$10K Hold
81
– – ﹤0.01% 2116
2019
Q4 		$10K Hold
81
– – ﹤0.01% 2116
2019
Q3 		$10K Hold
81
– – ﹤0.01% 2116
2019
Q2 		$10K Hold
81
– – ﹤0.01% 2116
2019
Q1 		$10K Buy
+81
New +$6.87K ﹤0.01% 2116

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q1 2026 at 1,461 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Carson Wealth (CWM LLC) first reported a position in SIZE in Q1 2019 and has held it in 28 quarters since. The position peaked at $236K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,461 shares of iShares MSCI USA Size Factor ETF worth $233K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI USA Size Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2599 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI USA Size Factor ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI USA Size Factor ETF position peaked at $236K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

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