Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-734
Closed -$32K – 5784
2025
Q4 		$32K Buy
+734
New +$31.5K ﹤0.01% 3917
2025
Q3 		– Sell
-107
Closed -$4K – 5518
2025
Q2 		$4K Buy
+107
New +$4.42K ﹤0.01% 4713
2024
Q1 		– Sell
-53
Closed -$1.91K – 4714
2023
Q4 		$2K Sell
53
-27
-34% -$914 ﹤0.01% 3847
2023
Q3 		$3K Sell
80
-145
-64% -$4.98K ﹤0.01% 3705
2023
Q2 		$8K Sell
225
-731
-76% -$25K ﹤0.01% 3235
2023
Q1 		$33K Sell
956
-214
-18% -$7.56K ﹤0.01% 2162
2022
Q4 		$40K Buy
1,170
+23
+2% +$790 ﹤0.01% 1881
2022
Q3 		$37K Buy
1,147
+10
+0.9% +$349 ﹤0.01% 1817
2022
Q2 		$39K Buy
1,137
+125
+12% +$4.39K ﹤0.01% 1744
2022
Q1 		$38K Buy
1,012
+26
+3% +$954 ﹤0.01% 1735
2021
Q4 		$39K Buy
+986
New +$37.7K ﹤0.01% 1681
2021
Q2 		$38K Hold
986
– – ﹤0.01% 1523
2021
Q1 		$38K Hold
986
– – ﹤0.01% 1523
2020
Q4 		$38K Hold
986
– – ﹤0.01% 1523
2020
Q3 		$38K Hold
986
– – ﹤0.01% 1523
2020
Q2 		$38K Hold
986
– – ﹤0.01% 1521
2020
Q1 		$38K Hold
986
– – ﹤0.01% 1521
2019
Q4 		$38K Hold
986
– – ﹤0.01% 1521
2019
Q3 		$38K Hold
986
– – ﹤0.01% 1521
2019
Q2 		$38K Hold
986
– – ﹤0.01% 1521
2019
Q1 		$38K Sell
986
-1,570
-61% -$49.1K ﹤0.01% 1521
2018
Q4 		$74K Buy
+2,556
New +$78.8K ﹤0.01% 785

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2026, closing a stake of 734 shares — an estimated $32K sold.

Carson Wealth (CWM LLC) first reported a position in SMMV in Q4 2018 and held it in 22 quarters. The position peaked at $74K in Q4 2018. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 734 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $32K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2018 and held it in 22 quarters.
  • Carson Wealth (CWM LLC)'s iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $74K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

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