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Carter Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Carter Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$325K Hold
1,312
– – 0.2% 84
2025
Q4 		$323K Sell
1,312
-1
-0.1% -$246 0.19% 88
2025
Q3 		$318K Hold
1,313
– – 0.19% 83
2025
Q2 		$283K Buy
+1,313
New +$264K 0.19% 86

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Carter Financial Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,312 shares worth $325K. The position accounts for 0.2% of the portfolio, ranked #84.

Carter Financial Group first reported a position in IWM in Q2 2025 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Carter Financial Group held 1,312 shares of iShares Russell 2000 ETF worth $325K as of Q1 2026.
  • Carter Financial Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.2% of Carter Financial Group's portfolio in Q1 2026, its #84 holding.
  • Carter Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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