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

McKinley Carter Wealth Services’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Sell	10,962 -931	-8%	-$124K	0.08%	143
2025 Q1	$1.48M	Sell	11,893 -202	-2%	-$25.1K	0.09%	135
2024 Q4	$1.64M	Buy	12,095 +170	+1%	+$23K	0.1%	125
2024 Q3	$1.66M	Sell	11,925 -711	-6%	-$99.2K	0.1%	131
2024 Q2	$1.62M	Sell	12,636 -219	-2%	-$28.1K	0.1%	127
2024 Q1	$1.68M	Sell	12,855 -870	-6%	-$114K	0.11%	121
2023 Q4	$1.72M	Sell	13,725 -2,483	-15%	-$311K	0.13%	109
2023 Q3	$1.78M	Sell	16,208 -1,072	-6%	-$118K	0.14%	108
2023 Q2	$1.99M	Sell	17,280 -984	-5%	-$113K	0.15%	106
2023 Q1	$2.01M	Sell	18,264 -487	-3%	-$53.5K	0.16%	105
2022 Q4	$2.03M	Sell	18,751 -1,912	-9%	-$207K	0.17%	102
2022 Q3	$2.1M	Sell	20,663 -2,798	-12%	-$284K	0.2%	83
2022 Q2	$2.47M	Sell	23,461 -4,141	-15%	-$436K	0.22%	80
2022 Q1	$3.45M	Sell	27,602 -4,236	-13%	-$530K	0.27%	71
2021 Q4	$4.42M	Sell	31,838 -4,419	-12%	-$613K	0.33%	63
2021 Q3	$4.72M	Sell	36,257 -1,798	-5%	-$234K	0.39%	60
2021 Q2	$5.05M	Sell	38,055 -6,954	-15%	-$922K	0.42%	58
2021 Q1	$5.77M	Sell	45,009 -2,712	-6%	-$348K	0.49%	46
2020 Q4	$5.45M	Buy	+47,721	New	+$5.45M	0.71%	38
2020 Q1	–	Sell	-6,236	Closed	-$603K	–	155
2019 Q4	$603K	Sell	6,236 -200	-3%	-$19.3K	0.14%	100
2019 Q3	$574K	Sell	6,436 -2,192	-25%	-$195K	0.15%	103
2019 Q2	$787K	Hold	8,628	–	–	0.21%	83
2019 Q1	$770K	Hold	8,628	–	–	0.22%	85
2018 Q4	$696K	Hold	8,628	–	–	0.23%	84
2018 Q3	$870K	Buy	8,628 +2	+0%	+$202	0.26%	76
2018 Q2	$815K	Buy	8,626 +1,442	+20%	+$136K	0.26%	76
2018 Q1	$625K	Buy	7,184 +2,284	+47%	+$199K	0.2%	88
2017 Q4	$417K	Buy	4,900 +580	+13%	+$49.4K	0.14%	102
2017 Q3	$355K	Hold	4,320	–	–	0.14%	107
2017 Q2	$337K	Buy	4,320 +170	+4%	+$13.3K	0.15%	94
2017 Q1	$318K	Buy	4,150 +1,034	+33%	+$79.2K	0.15%	94
2016 Q4	$234K	Buy	+3,116	New	+$234K	0.12%	111