McKinley Carter Wealth Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Sell |
8,670
-285
| -3% | -$42.3K | 0.07% | 155 |
|
|
2025
Q4 | $1.26M | Sell |
8,955
-315
| -3% | -$44.6K | 0.07% | 158 |
|
|
2025
Q3 | $1.31M | Sell |
9,270
-1,692
| -15% | -$234K | 0.07% | 153 |
|
|
2025
Q2 | $1.46M | Sell |
10,962
-931
| -8% | -$117K | 0.08% | 144 |
|
|
2025
Q1 | $1.48M | Sell |
11,893
-202
| -2% | -$27K | 0.09% | 136 |
|
|
2024
Q4 | $1.64M | Buy |
12,095
+170
| +1% | +$24.1K | 0.1% | 125 |
|
|
2024
Q3 | $1.66M | Sell |
11,925
-711
| -6% | -$95.9K | 0.1% | 131 |
|
|
2024
Q2 | $1.62M | Sell |
12,636
-219
| -2% | -$28K | 0.1% | 127 |
|
|
2024
Q1 | $1.68M | Sell |
12,855
-870
| -6% | -$109K | 0.11% | 121 |
|
|
2023
Q4 | $1.72M | Sell |
13,725
-2,483
| -15% | -$279K | 0.13% | 109 |
|
|
2023
Q3 | $1.78M | Sell |
16,208
-1,072
| -6% | -$124K | 0.14% | 108 |
|
|
2023
Q2 | $1.99M | Sell |
17,280
-984
| -5% | -$107K | 0.15% | 106 |
|
|
2023
Q1 | $2.01M | Sell |
18,264
-487
| -3% | -$54.9K | 0.16% | 105 |
|
|
2022
Q4 | $2.03M | Sell |
18,751
-1,912
| -9% | -$210K | 0.17% | 102 |
|
|
2022
Q3 | $2.1M | Sell |
20,663
-2,798
| -12% | -$314K | 0.2% | 83 |
|
|
2022
Q2 | $2.47M | Sell |
23,461
-4,141
| -15% | -$469K | 0.22% | 80 |
|
|
2022
Q1 | $3.45M | Sell |
27,602
-4,236
| -13% | -$534K | 0.27% | 71 |
|
|
2021
Q4 | $4.42M | Sell |
31,838
-4,419
| -12% | -$602K | 0.33% | 63 |
|
|
2021
Q3 | $4.71M | Sell |
36,257
-1,798
| -5% | -$237K | 0.39% | 60 |
|
|
2021
Q2 | $5.05M | Sell |
38,055
-6,954
| -15% | -$905K | 0.42% | 58 |
|
|
2021
Q1 | $5.77M | Sell |
45,009
-2,712
| -6% | -$345K | 0.49% | 46 |
|
|
2020
Q4 | $5.45M | Buy |
+47,721
| New | +$4.86M | 0.71% | 38 |
|
|
2020
Q1 | – | Sell |
-6,236
| Closed | -$603K | – | 155 |
|
|
2019
Q4 | $603K | Sell |
6,236
-200
| -3% | -$18.5K | 0.14% | 100 |
|
|
2019
Q3 | $574K | Sell |
6,436
-2,192
| -25% | -$198K | 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% | +$201 | 0.26% | 76 |
|
|
2018
Q2 | $815K | Buy |
8,626
+1,442
| +20% | +$132K | 0.26% | 76 |
|
|
2018
Q1 | $625K | Buy |
7,184
+2,284
| +47% | +$199K | 0.2% | 88 |
|
|
2017
Q4 | $417K | Buy |
4,900
+580
| +13% | +$48.5K | 0.14% | 102 |
|
|
2017
Q3 | $355K | Hold |
4,320
| – | – | 0.14% | 107 |
|
|
2017
Q2 | $337K | Buy |
4,320
+170
| +4% | +$13.1K | 0.15% | 94 |
|
|
2017
Q1 | $318K | Buy |
4,150
+1,034
| +33% | +$78.4K | 0.15% | 94 |
|
|
2016
Q4 | $234K | Buy |
+3,116
| New | +$220K | 0.12% | 111 |
|
Other funds holding IJT
McKinley Carter Wealth Services's IJT Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.2% in Q1 2026, selling an estimated $42.3K and leaving 8,670 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #155.
McKinley Carter Wealth Services first reported a position in IJT in Q4 2016 and has held it in 35 quarters since. The position peaked at $5.77M in Q1 2021. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.
- McKinley Carter Wealth Services held 8,670 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.25M as of Q1 2026.
- McKinley Carter Wealth Services sold 285 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $42.3K.
- iShares S&P Small-Cap 600 Growth ETF made up 0.07% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #155 holding.
- McKinley Carter Wealth Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 35 quarters since.
- McKinley Carter Wealth Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.77M in Q1 2021.
- 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.