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Carter Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Carter Financial Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$633K Sell
1,547
-40
-3% -$15.9K 0.33% 59
2026
Q1 		$566K Buy
1,587
+4
+0.3% +$1.49K 0.35% 52
2025
Q4 		$591K Buy
1,583
+5
+0.3% +$1.85K 0.35% 52
2025
Q3 		$577K Sell
1,578
-309
-16% -$109K 0.35% 52
2025
Q2 		$641K Buy
+1,887
New +$592K 0.42% 45

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carter Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q2 2026, selling an estimated $15.9K and leaving 1,547 shares worth $633K. The position accounts for 0.33% of the portfolio, ranked #59.

Carter Financial Group first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $641K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Carter Financial Group held 1,547 shares of iShares Russell 1000 ETF worth $633K as of Q2 2026.
  • Carter Financial Group sold 40 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.9K.
  • iShares Russell 1000 ETF made up 0.33% of Carter Financial Group's portfolio in Q2 2026, its #59 holding.
  • Carter Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's iShares Russell 1000 ETF position peaked at $641K in Q2 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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