Carson Wealth (CWM LLC)
XJR icon

Carson Wealth (CWM LLC)’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4K Hold
492
– – ﹤0.01% 4370
2025
Q4 		$21K Buy
492
+2
+0.4% +$85 ﹤0.01% 4152
2025
Q3 		$21K Buy
490
+2
+0.4% +$83 ﹤0.01% 4103
2025
Q2 		$19K Buy
488
+2
+0.4% +$75 ﹤0.01% 3960
2025
Q1 		$18K Hold
486
– – ﹤0.01% 3775
2024
Q4 		$20K Buy
486
+5
+1% +$213 ﹤0.01% 3453
2024
Q3 		$20K Buy
481
+2
+0.4% +$81 ﹤0.01% 3373
2024
Q2 		$18K Buy
479
+2
+0.4% +$76 ﹤0.01% 3200
2024
Q1 		$19K Hold
477
– – ﹤0.01% 2954
2023
Q4 		$18K Buy
477
+2
+0.4% +$68 ﹤0.01% 2858
2023
Q3 		$16K Buy
+475
New +$16.7K ﹤0.01% 2856

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 492 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4370.

Carson Wealth (CWM LLC) first reported a position in XJR in Q3 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 492 shares of iShares ESG Screened S&P Small-Cap ETF worth $21.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4370 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

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