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iShares Russell 2000 Index shares owned by Carter Financial Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 1.3k 242.00
2025-06-30 $283k 1.3k 215.83

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