Carter Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Carter Financial Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Hold	3,115	–	–	0.69%	35
2026 Q1	$1.15M	Hold	3,115	–	–	0.71%	34
2025 Q4	$1.2M	Hold	3,115	–	–	0.71%	31
2025 Q3	$1.18M	Hold	3,115	–	–	0.71%	32
2025 Q2	$1.09M	Buy	+3,115	New	+$1.01M	0.72%	34

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carter Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,115 shares worth $1.33M. The position accounts for 0.69% of the portfolio, ranked #35.

Carter Financial Group first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Carter Financial Group held 3,115 shares of iShares Russell 3000 ETF worth $1.33M as of Q2 2026.
Carter Financial Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.69% of Carter Financial Group's portfolio in Q2 2026, its #35 holding.
Carter Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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