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Carter Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Carter Financial Group’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$461K Buy
2,423
+53
+2% +$9.11K 0.24% 71
2026
Q1 		$400K Hold
2,370
– – 0.25% 66
2025
Q4 		$400K Hold
2,370
– – 0.24% 69
2025
Q3 		$342K Hold
2,370
– – 0.21% 80
2025
Q2 		$300K Buy
+2,370
New +$291K 0.2% 80
2022
Q1 		$562K Buy
+4,316
New +$562K 0.75% 19

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Carter Financial Group's IBB Position: Q2 2026 in Review

Carter Financial Group increased its iShares Biotechnology ETF (IBB) stake by 2.2% in Q2 2026, buying an estimated $9.11K and bringing the position to 2,423 shares worth $461K. The position accounts for 0.24% of the portfolio, ranked #71.

Carter Financial Group first reported a position in IBB in Q1 2022 and has held it in 6 quarters since. The position peaked at $562K in Q1 2022. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Carter Financial Group held 2,423 shares of iShares Biotechnology ETF worth $461K as of Q2 2026.
  • Carter Financial Group bought 53 iShares Biotechnology ETF shares in Q2 2026, an estimated $9.11K.
  • iShares Biotechnology ETF made up 0.24% of Carter Financial Group's portfolio in Q2 2026, its #71 holding.
  • Carter Financial Group first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's iShares Biotechnology ETF position peaked at $562K in Q1 2022.
  • 421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.