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McKinley Carter Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

McKinley Carter Wealth Services’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
8,007
+124
+2% +$16.4K 0.06% 169
2026
Q1 		$892K Buy
7,883
+1
+0% +$120 0.05% 178
2025
Q4 		$972K Sell
7,882
-522
-6% -$63.9K 0.05% 177
2025
Q3 		$1.01M Buy
8,404
+137
+2% +$15.8K 0.05% 176
2025
Q2 		$910K Sell
8,267
-254
-3% -$25.1K 0.05% 173
2025
Q1 		$791K Sell
8,521
-14
-0.2% -$1.41K 0.05% 173
2024
Q4 		$867K Sell
8,535
-50
-0.6% -$4.99K 0.05% 165
2024
Q3 		$822K Sell
8,585
-1,190
-12% -$110K 0.05% 173
2024
Q2 		$905K Buy
9,775
+766
+9% +$66K 0.06% 165
2024
Q1 		$761K Sell
9,009
-53
-0.6% -$4.26K 0.05% 170
2023
Q4 		$681K Sell
9,062
-1,731
-16% -$123K 0.05% 175
2023
Q3 		$738K Sell
10,793
-516
-5% -$36.5K 0.06% 167
2023
Q2 		$797K Buy
11,309
+269
+2% +$17.8K 0.06% 165
2023
Q1 		$705K Buy
11,040
+89
+0.8% +$5.44K 0.06% 178
2022
Q4 		$641K Sell
10,951
-28
-0.3% -$1.68K 0.05% 179
2022
Q3 		$635K Sell
10,979
-120
-1% -$7.8K 0.06% 164
2022
Q2 		$670K Sell
11,099
-2,560
-19% -$169K 0.06% 168
2022
Q1 		$1.04M Sell
13,659
-304
-2% -$22.8K 0.08% 146
2021
Q4 		$1.17M Sell
13,963
-412
-3% -$33.2K 0.09% 140
2021
Q3 		$1.06M Sell
14,375
-1,367
-9% -$104K 0.09% 137
2021
Q2 		$1.15M Buy
15,742
+947
+6% +$65.5K 0.09% 136
2021
Q1 		$963K Sell
14,795
-321
-2% -$20.8K 0.08% 145
2020
Q4 		$964K Buy
+15,116
New +$917K 0.13% 130
2020
Q1 		– Sell
-2,488
Closed -$120K – 158
2019
Q4 		$120K Buy
+2,488
New +$115K 0.03% 166
2018
Q2 		– Sell
-660
Closed -$26K – 271
2018
Q1 		$26K Buy
+660
New +$26.3K 0.01% 310

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

McKinley Carter Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, buying an estimated $16.4K and bringing the position to 8,007 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #169.

McKinley Carter Wealth Services first reported a position in IVW in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.17M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • McKinley Carter Wealth Services held 8,007 shares of iShares S&P 500 Growth ETF worth $1.1M as of Q2 2026.
  • McKinley Carter Wealth Services bought 124 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $16.4K.
  • iShares S&P 500 Growth ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #169 holding.
  • McKinley Carter Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's iShares S&P 500 Growth ETF position peaked at $1.17M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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