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McKinley Carter Wealth Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

McKinley Carter Wealth Services’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.2M Sell
27,001
-182
-0.7% -$22K 0.18% 99
2025
Q4 		$3.09M Sell
27,183
-1,424
-5% -$160K 0.17% 99
2025
Q3 		$3.16M Sell
28,607
-1,325
-4% -$141K 0.17% 97
2025
Q2 		$2.98M Buy
29,932
+3,756
+14% +$355K 0.17% 94
2025
Q1 		$2.55M Sell
26,176
-1,671
-6% -$176K 0.16% 97
2024
Q4 		$3.02M Sell
27,847
-2,219
-7% -$246K 0.19% 89
2024
Q3 		$3.24M Sell
30,066
-1,086
-3% -$113K 0.2% 90
2024
Q2 		$3.03M Sell
31,152
-2,325
-7% -$229K 0.19% 92
2024
Q1 		$3.44M Sell
33,477
-1,392
-4% -$138K 0.23% 80
2023
Q4 		$3.59M Buy
34,869
+271
+0.8% +$24.7K 0.26% 75
2023
Q3 		$3.09M Sell
34,598
-499
-1% -$47.5K 0.25% 78
2023
Q2 		$3.34M Sell
35,097
-1,380
-4% -$126K 0.25% 73
2023
Q1 		$3.41M Sell
36,477
-2,475
-6% -$242K 0.27% 71
2022
Q4 		$3.56M Buy
38,952
+185
+0.5% +$17K 0.3% 72
2022
Q3 		$3.2M Sell
38,767
-3,134
-7% -$290K 0.3% 66
2022
Q2 		$3.73M Sell
41,901
-4,002
-9% -$384K 0.33% 63
2022
Q1 		$4.7M Sell
45,903
-8,553
-16% -$872K 0.37% 58
2021
Q4 		$5.69M Sell
54,456
-12,340
-18% -$1.29M 0.42% 54
2021
Q3 		$6.72M Sell
66,796
-5,509
-8% -$556K 0.55% 38
2021
Q2 		$7.62M Sell
72,305
-7,036
-9% -$735K 0.63% 32
2021
Q1 		$7.99M Sell
79,341
-4,455
-5% -$422K 0.68% 26
2020
Q4 		$6.81M Buy
+83,796
New +$6.09M 0.89% 24
2020
Q1 		– Sell
-2,664
Closed -$214K – 154
2019
Q4 		$214K Hold
2,664
– – 0.05% 154
2019
Q3 		$200K Sell
2,664
-5,624
-68% -$413K 0.05% 157
2019
Q2 		$616K Sell
8,288
-1,270
-13% -$94.2K 0.17% 102
2019
Q1 		$705K Hold
9,558
– – 0.2% 92
2018
Q4 		$630K Sell
9,558
-208
-2% -$15.4K 0.21% 91
2018
Q3 		$815K Buy
9,766
+26
+0.3% +$2.2K 0.24% 78
2018
Q2 		$795K Buy
9,740
+1,790
+23% +$143K 0.26% 78
2018
Q1 		$600K Buy
7,950
+2,584
+48% +$199K 0.2% 90
2017
Q4 		$412K Buy
5,366
+620
+13% +$46.7K 0.14% 104
2017
Q3 		$352K Buy
4,746
+2
+0% +$140 0.14% 109
2017
Q2 		$332K Buy
+4,744
New +$328K 0.15% 96

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.67% in Q1 2026, selling an estimated $22K and leaving 27,001 shares worth $3.2M. The position accounts for 0.18% of the portfolio, ranked #99.

McKinley Carter Wealth Services first reported a position in IJS in Q2 2017 and has held it in 33 quarters since. The position peaked at $7.99M in Q1 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • McKinley Carter Wealth Services held 27,001 shares of iShares S&P Small-Cap 600 Value ETF worth $3.2M as of Q1 2026.
  • McKinley Carter Wealth Services sold 182 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $22K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.18% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #99 holding.
  • McKinley Carter Wealth Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2017 and has held it in 33 quarters since.
  • McKinley Carter Wealth Services's iShares S&P Small-Cap 600 Value ETF position peaked at $7.99M in Q1 2021.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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