Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Russell 2500 ETF SMMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Buy
13,250
+3
+0% +$237 ﹤0.01% 1531
2025
Q4 		$993K Sell
13,247
-21
-0.2% -$1.56K ﹤0.01% 1503
2025
Q3 		$978K Buy
13,268
+289
+2% +$20.6K ﹤0.01% 1423
2025
Q2 		$880K Sell
12,979
-143
-1% -$9.06K ﹤0.01% 1311
2025
Q1 		$821K Sell
13,122
-30
-0.2% -$2.02K ﹤0.01% 1245
2024
Q4 		$894K Buy
13,152
+492
+4% +$34.4K ﹤0.01% 1141
2024
Q3 		$857K Buy
12,660
+120
+1% +$7.83K ﹤0.01% 1123
2024
Q2 		$785K Buy
12,540
+1,016
+9% +$63.9K ﹤0.01% 1024
2024
Q1 		$756K Buy
11,524
+830
+8% +$51.4K ﹤0.01% 970
2023
Q4 		$658K Sell
10,694
-3,958
-27% -$219K ﹤0.01% 959
2023
Q3 		$799K Buy
14,652
+850
+6% +$48.9K ﹤0.01% 829
2023
Q2 		$793K Buy
13,802
+879
+7% +$48K ﹤0.01% 791
2023
Q1 		$708K Hold
12,923
– – ﹤0.01% 779
2022
Q4 		$687K Sell
12,923
-1,242
-9% -$66.7K 0.01% 712
2022
Q3 		$705K Buy
14,165
+451
+3% +$24.9K 0.01% 650
2022
Q2 		$708K Buy
13,714
+4,767
+53% +$270K 0.01% 654
2022
Q1 		$558K Buy
8,947
+494
+6% +$30.4K ﹤0.01% 696
2021
Q4 		$561K Buy
+8,453
New +$563K ﹤0.01% 697
2021
Q2 		$366K Hold
5,525
– – ﹤0.01% 738
2021
Q1 		$366K Hold
5,525
– – ﹤0.01% 738
2020
Q4 		$366K Hold
5,525
– – ﹤0.01% 738
2020
Q3 		$366K Hold
5,525
– – ﹤0.01% 737
2020
Q2 		$366K Hold
5,525
– – ﹤0.01% 737
2020
Q1 		$366K Hold
5,525
– – ﹤0.01% 737
2019
Q4 		$366K Hold
5,525
– – ﹤0.01% 737
2019
Q3 		$366K Hold
5,525
– – ﹤0.01% 737
2019
Q2 		$366K Hold
5,525
– – ﹤0.01% 737
2019
Q1 		$366K Buy
5,525
+3,686
+200% +$158K ﹤0.01% 737
2018
Q4 		$70K Buy
+1,839
New +$78.2K ﹤0.01% 800

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Russell 2500 ETF (SMMD) stake by 0.02% in Q1 2026, buying an estimated $237 and bringing the position to 13,250 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Carson Wealth (CWM LLC) first reported a position in SMMD in Q4 2018 and has held it in 29 quarters since. 233 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,250 shares of iShares Russell 2500 ETF worth $1.01M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3 iShares Russell 2500 ETF shares in Q1 2026, an estimated $237.
  • iShares Russell 2500 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1531 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 29 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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