Carter Financial Group
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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
Q3 		$364K Hold
1,312
– – 0.19% 89
2026
Q2 		$394K Hold
1,312
– – 0.2% 82
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

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UBS Group
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Carter Financial Group's IWM Position: Q3 2026 in Review

Carter Financial Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,312 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #89.

Carter Financial Group first reported a position in IWM in Q2 2025 and has held it in 6 quarters since. The position peaked at $394K in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Carter Financial Group held 1,312 shares of iShares Russell 2000 ETF worth $364K as of Q3 2026.
  • Carter Financial Group left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.19% of Carter Financial Group's portfolio in Q3 2026, its #89 holding.
  • Carter Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's iShares Russell 2000 ETF position peaked at $394K in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.