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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carter Financial Group's IWB Position: Q1 2026 in Review

Carter Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 0.25% in Q1 2026, buying an estimated $1.49K and bringing the position to 1,587 shares worth $566K. The position accounts for 0.35% of the portfolio, ranked #52.

Carter Financial Group first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $641K in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Carter Financial Group held 1,587 shares of iShares Russell 1000 ETF worth $566K as of Q1 2026.
  • Carter Financial Group bought 4 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.49K.
  • iShares Russell 1000 ETF made up 0.35% of Carter Financial Group's portfolio in Q1 2026, its #52 holding.
  • Carter Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Carter Financial Group's iShares Russell 1000 ETF position peaked at $641K in Q2 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.