McKinley Carter Wealth Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Sell |
215,447
-76,680
| -26% | -$5.32M | 0.84% | 23 |
|
|
2025
Q4 | $19.3M | Sell |
292,127
-73,441
| -20% | -$4.81M | 1.08% | 24 |
|
|
2025
Q3 | $23.9M | Buy |
365,568
+9,013
| +3% | +$579K | 1.25% | 20 |
|
|
2025
Q2 | $22.1M | Sell |
356,555
-4,913
| -1% | -$288K | 1.23% | 22 |
|
|
2025
Q1 | $21.1M | Buy |
361,468
+84,081
| +30% | +$5.22M | 1.3% | 19 |
|
|
2024
Q4 | $17.3M | Buy |
277,387
+10,217
| +4% | +$655K | 1.06% | 23 |
|
|
2024
Q3 | $16.7M | Buy |
267,170
+6,022
| +2% | +$363K | 1.01% | 23 |
|
|
2024
Q2 | $15.3M | Buy |
261,148
+6,010
| +2% | +$353K | 0.97% | 24 |
|
|
2024
Q1 | $15.5M | Buy |
255,138
+13,698
| +6% | +$776K | 1.04% | 20 |
|
|
2023
Q4 | $13.4M | Buy |
241,440
+4,730
| +2% | +$240K | 0.98% | 22 |
|
|
2023
Q3 | $11.8M | Buy |
236,710
+9,340
| +4% | +$489K | 0.94% | 22 |
|
|
2023
Q2 | $11.9M | Buy |
227,370
+6,020
| +3% | +$299K | 0.89% | 22 |
|
|
2023
Q1 | $11.1M | Buy |
221,350
+40,175
| +22% | +$2.05M | 0.87% | 23 |
|
|
2022
Q4 | $8.76M | Sell |
181,175
-20
| -0% | -$966 | 0.74% | 26 |
|
|
2022
Q3 | $7.95M | Buy |
181,195
+3,585
| +2% | +$173K | 0.74% | 28 |
|
|
2022
Q2 | $8.04M | Buy |
177,610
+5,065
| +3% | +$250K | 0.71% | 29 |
|
|
2022
Q1 | $9.26M | Buy |
172,545
+17,665
| +11% | +$940K | 0.72% | 28 |
|
|
2021
Q4 | $8.77M | Buy |
154,880
+4,270
| +3% | +$238K | 0.65% | 34 |
|
|
2021
Q3 | $7.92M | Buy |
150,610
+10,475
| +7% | +$564K | 0.65% | 34 |
|
|
2021
Q2 | $7.53M | Buy |
140,135
+2,255
| +2% | +$122K | 0.62% | 34 |
|
|
2021
Q1 | $7.18M | Sell |
137,880
-4,270
| -3% | -$213K | 0.61% | 32 |
|
|
2020
Q4 | $6.53M | Buy |
142,150
+31,875
| +29% | +$1.34M | 0.86% | 28 |
|
|
2020
Q3 | $4.09M | Sell |
110,275
-16,025
| -13% | -$599K | 0.92% | 30 |
|
|
2020
Q2 | $4.49M | Buy |
126,300
+1,785
| +1% | +$59.3K | 1.1% | 21 |
|
|
2020
Q1 | $3.58M | Buy |
124,515
+2,750
| +2% | +$102K | 1.07% | 20 |
|
|
2019
Q4 | $5.01M | Buy |
121,765
+1,170
| +1% | +$46.4K | 1.17% | 13 |
|
|
2019
Q3 | $4.66M | Sell |
120,595
-13,320
| -10% | -$512K | 1.19% | 14 |
|
|
2019
Q2 | $5.2M | Buy |
133,915
+2,715
| +2% | +$104K | 1.4% | 10 |
|
|
2019
Q1 | $4.97M | Sell |
131,200
-3,425
| -3% | -$126K | 1.39% | 10 |
|
|
2018
Q4 | $4.47M | Buy |
134,625
+1,275
| +1% | +$46.5K | 1.48% | 10 |
|
|
2018
Q3 | $5.37M | Sell |
133,350
-23,360
| -15% | -$939K | 1.59% | 11 |
|
|
2018
Q2 | $6.11M | Buy |
156,710
+33,730
| +27% | +$1.3M | 1.97% | 11 |
|
|
2018
Q1 | $4.61M | Sell |
122,980
-10,675
| -8% | -$408K | 1.51% | 12 |
|
|
2017
Q4 | $5.07M | Sell |
133,655
-17,995
| -12% | -$665K | 1.74% | 11 |
|
|
2017
Q3 | $5.43M | Buy |
151,650
+10,845
| +8% | +$378K | 2.08% | 11 |
|
|
2017
Q2 | $4.9M | Buy |
140,805
+24,115
| +21% | +$832K | 2.17% | 8 |
|
|
2017
Q1 | $4M | Buy |
116,690
+22,000
| +23% | +$749K | 1.86% | 10 |
|
|
2016
Q4 | $3.13M | Buy |
94,690
+22,400
| +31% | +$710K | 1.58% | 13 |
|
|
2016
Q3 | $2.24M | Buy |
72,290
+11,305
| +19% | +$349K | 1.15% | 29 |
|
|
2016
Q2 | $1.82M | Buy |
60,985
+14,560
| +31% | +$427K | 0.95% | 38 |
|
|
2016
Q1 | $1.34M | Sell |
46,425
-3,260
| -7% | -$87.1K | 0.74% | 43 |
|
|
2015
Q4 | $1.38M | Buy |
49,685
+10,285
| +26% | +$294K | 0.79% | 44 |
|
|
2015
Q3 | $1.08M | Sell |
39,400
-4,530
| -10% | -$132K | 0.67% | 48 |
|
|
2015
Q2 | $1.32M | Buy |
43,930
+9,920
| +29% | +$303K | 0.72% | 47 |
|
|
2015
Q1 | $1.03M | Buy |
34,010
+2,690
| +9% | +$79.6K | 0.67% | 47 |
|
|
2014
Q4 | $907K | Buy |
31,320
+11,095
| +55% | +$312K | 0.71% | 48 |
|
|
2014
Q3 | $553K | Buy |
20,225
+935
| +5% | +$26.3K | 0.52% | 47 |
|
|
2014
Q2 | $552K | Sell |
19,290
-440
| -2% | -$12.1K | 0.58% | 46 |
|
|
2014
Q1 | $542K | Sell |
19,730
-4,575
| -19% | -$123K | 0.59% | 49 |
|
|
2013
Q4 | $650K | Buy |
24,305
+15
| +0.1% | +$387 | 0.63% | 46 |
|
|
2013
Q3 | $603K | Buy |
24,290
+3,510
| +17% | +$85.7K | 0.71% | 35 |
|
|
2013
Q2 | $480K | Buy |
+20,780
| New | +$482K | 0.73% | 35 |
|
Other funds holding IJH
McKinley Carter Wealth Services's IJH Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q1 2026, selling an estimated $5.32M and leaving 215,447 shares worth $14.5M. The position accounts for 0.84% of the portfolio, ranked #23.
McKinley Carter Wealth Services first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.9M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- McKinley Carter Wealth Services held 215,447 shares of iShares Core S&P Mid-Cap ETF worth $14.5M as of Q1 2026.
- McKinley Carter Wealth Services sold 76,680 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.32M.
- iShares Core S&P Mid-Cap ETF made up 0.84% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #23 holding.
- McKinley Carter Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- McKinley Carter Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $23.9M in Q3 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.