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McKinley Carter Wealth Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McKinley Carter Wealth Services’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8M Sell
127,395
-11,254
-8% -$1.43M 0.91% 20
2025
Q4 		$16.7M Sell
138,649
-14,231
-9% -$1.7M 0.93% 28
2025
Q3 		$18.2M Buy
152,880
+2,526
+2% +$291K 0.95% 27
2025
Q2 		$16.4M Sell
150,354
-10,057
-6% -$1.04M 0.91% 27
2025
Q1 		$16.8M Buy
160,411
+1,067
+0.7% +$120K 1.03% 22
2024
Q4 		$18.4M Buy
159,344
+6,190
+4% +$740K 1.12% 21
2024
Q3 		$17.9M Buy
153,154
+17,807
+13% +$2.01M 1.08% 21
2024
Q2 		$14.4M Sell
135,347
-1,048
-0.8% -$112K 0.92% 26
2024
Q1 		$15.1M Sell
136,395
-243
-0.2% -$25.8K 1.01% 21
2023
Q4 		$14.8M Sell
136,638
-119,813
-47% -$11.5M 1.08% 17
2023
Q3 		$24.2M Sell
256,451
-5,436
-2% -$543K 1.92% 9
2023
Q2 		$26.1M Sell
261,887
-8,939
-3% -$851K 1.96% 10
2023
Q1 		$26.2M Sell
270,826
-4,288
-2% -$429K 2.05% 10
2022
Q4 		$26M Sell
275,114
-8,644
-3% -$829K 2.21% 11
2022
Q3 		$24.7M Buy
283,758
+6,180
+2% +$600K 2.3% 10
2022
Q2 		$25.7M Buy
277,578
+10,661
+4% +$1.06M 2.27% 10
2022
Q1 		$28.8M Buy
266,917
+36,500
+16% +$3.94M 2.25% 10
2021
Q4 		$26.4M Buy
230,417
+7,666
+3% +$874K 1.97% 10
2021
Q3 		$24.3M Buy
222,751
+22,722
+11% +$2.5M 1.99% 10
2021
Q2 		$22.6M Buy
200,029
+26,006
+15% +$2.9M 1.87% 12
2021
Q1 		$18.9M Buy
174,023
+12,933
+8% +$1.35M 1.61% 15
2020
Q4 		$14.8M Buy
161,090
+29,338
+22% +$2.41M 1.94% 9
2020
Q3 		$9.25M Sell
131,752
-57,673
-30% -$4.13M 2.08% 8
2020
Q2 		$12.9M Sell
189,425
-118,511
-38% -$7.48M 3.17% 6
2020
Q1 		$17.3M Sell
307,936
-120,545
-28% -$8.98M 5.17% 3
2019
Q4 		$35.9M Buy
428,481
+11,703
+3% +$942K 8.4% 2
2019
Q3 		$32.4M Buy
416,778
+26,181
+7% +$2.03M 8.3% 2
2019
Q2 		$30.6M Buy
390,597
+28,875
+8% +$2.24M 8.23% 2
2019
Q1 		$27.9M Buy
361,722
+182,968
+102% +$14.1M 7.83% 2
2018
Q4 		$12.4M Buy
178,754
+8,089
+5% +$625K 4.09% 4
2018
Q3 		$14.9M Buy
170,665
+20,387
+14% +$1.79M 4.42% 3
2018
Q2 		$12.5M Buy
150,278
+135,055
+887% +$11M 4.04% 4
2018
Q1 		$1.17M Sell
15,223
-3,482
-19% -$271K 0.38% 59
2017
Q4 		$1.44M Sell
18,705
-2,647
-12% -$200K 0.49% 52
2017
Q3 		$1.58M Sell
21,352
-5,479
-20% -$384K 0.61% 45
2017
Q2 		$1.88M Buy
26,831
+3,701
+16% +$256K 0.83% 45
2017
Q1 		$1.6M Buy
23,130
+5,432
+31% +$375K 0.74% 48
2016
Q4 		$1.22M Buy
17,698
+4,802
+37% +$310K 0.62% 48
2016
Q3 		$801K Buy
12,896
+2,584
+25% +$158K 0.41% 57
2016
Q2 		$599K Buy
10,312
+2,404
+30% +$137K 0.31% 68
2016
Q1 		$445K Sell
7,908
-36
-0.5% -$1.88K 0.25% 79
2015
Q4 		$437K Buy
7,944
+2,544
+47% +$143K 0.25% 77
2015
Q3 		$288K Buy
5,400
+794
+17% +$45K 0.18% 86
2015
Q2 		$271K Buy
4,606
+572
+14% +$33.8K 0.15% 108
2015
Q1 		$238K Buy
+4,034
New +$231K 0.15% 101
2014
Q4 		– Sell
-4,772
Closed -$249K – 99
2014
Q3 		$249K Buy
4,772
+824
+21% +$44.8K 0.24% 78
2014
Q2 		$221K Buy
+3,948
New +$214K 0.23% 84
2014
Q1 		– Sell
-3,874
Closed -$211K – 113
2013
Q4 		$211K Buy
+3,874
New +$202K 0.21% 106

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McKinley Carter Wealth Services's IJR Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.1% in Q1 2026, selling an estimated $1.43M and leaving 127,395 shares worth $15.8M. The position accounts for 0.91% of the portfolio, ranked #20.

McKinley Carter Wealth Services first reported a position in IJR in Q4 2013 and has held it in 48 quarters since. The position peaked at $35.9M in Q4 2019. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • McKinley Carter Wealth Services held 127,395 shares of iShares Core S&P Small-Cap ETF worth $15.8M as of Q1 2026.
  • McKinley Carter Wealth Services sold 11,254 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.43M.
  • iShares Core S&P Small-Cap ETF made up 0.91% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #20 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 48 quarters since.
  • McKinley Carter Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $35.9M in Q4 2019.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.