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McKinley Carter Wealth Services’s iShares S&P 500 Value ETF IVE Stock Holding History

McKinley Carter Wealth Services’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.9M Buy
162,551
+2,270
+1% +$507K 1.9% 9
2026
Q1 		$33.8M Buy
160,281
+37,359
+30% +$8.09M 1.95% 9
2025
Q4 		$26.1M Sell
122,922
-20,261
-14% -$4.25M 1.46% 14
2025
Q3 		$29.6M Sell
143,183
-4,584
-3% -$921K 1.55% 12
2025
Q2 		$28.9M Sell
147,767
-6,064
-4% -$1.13M 1.6% 13
2025
Q1 		$29.3M Sell
153,831
-119,375
-44% -$23.1M 1.8% 13
2024
Q4 		$52.1M Sell
273,206
-11,416
-4% -$2.26M 3.19% 8
2024
Q3 		$56.1M Sell
284,622
-19,183
-6% -$3.64M 3.39% 7
2024
Q2 		$55.3M Sell
303,805
-167,906
-36% -$30.6M 3.52% 7
2024
Q1 		$88.1M Buy
471,711
+3,058
+0.7% +$544K 5.89% 2
2023
Q4 		$81.5M Sell
468,653
-135,091
-22% -$21.7M 5.96% 2
2023
Q3 		$92.9M Buy
603,744
+10,883
+2% +$1.76M 7.39% 1
2023
Q2 		$95.6M Buy
592,861
+108,751
+22% +$16.7M 7.17% 2
2023
Q1 		$73.5M Buy
484,110
+188,292
+64% +$28.5M 5.74% 3
2022
Q4 		$42.9M Sell
295,818
-3,199
-1% -$457K 3.64% 6
2022
Q3 		$38.4M Buy
299,017
+11,582
+4% +$1.64M 3.57% 6
2022
Q2 		$39.5M Buy
287,435
+1,976
+0.7% +$292K 3.5% 7
2022
Q1 		$44.5M Buy
285,459
+6,358
+2% +$978K 3.48% 6
2021
Q4 		$43.7M Buy
279,101
+15,188
+6% +$2.31M 3.26% 7
2021
Q3 		$38.4M Buy
263,913
+21,803
+9% +$3.25M 3.15% 6
2021
Q2 		$35.7M Buy
242,110
+90,039
+59% +$13.3M 2.96% 9
2021
Q1 		$21.5M Buy
152,071
+88,032
+137% +$11.9M 1.84% 14
2020
Q4 		$8.2M Buy
64,039
+17,559
+38% +$2.12M 1.07% 15
2020
Q3 		$5.23M Buy
+46,480
New +$5.27M 1.17% 19
2020
Q1 		– Sell
-599
Closed -$78K – 157
2019
Q4 		$78K Buy
+599
New +$74.5K 0.02% 173

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McKinley Carter Wealth Services's IVE Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares S&P 500 Value ETF (IVE) stake by 1.4% in Q2 2026, buying an estimated $507K and bringing the position to 162,551 shares worth $36.9M. The position accounts for 1.9% of the portfolio, ranked #9.

McKinley Carter Wealth Services first reported a position in IVE in Q4 2019 and has held it in 25 quarters since. The position peaked at $95.6M in Q2 2023. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • McKinley Carter Wealth Services held 162,551 shares of iShares S&P 500 Value ETF worth $36.9M as of Q2 2026.
  • McKinley Carter Wealth Services bought 2,270 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $507K.
  • iShares S&P 500 Value ETF made up 1.9% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #9 holding.
  • McKinley Carter Wealth Services first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's iShares S&P 500 Value ETF position peaked at $95.6M in Q2 2023.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.