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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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

McKinley Carter Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q1 2026, buying an estimated $120 and bringing the position to 7,883 shares worth $892K. The position accounts for 0.05% of the portfolio, ranked #178.

McKinley Carter Wealth Services first reported a position in IVW in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.17M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • McKinley Carter Wealth Services held 7,883 shares of iShares S&P 500 Growth ETF worth $892K as of Q1 2026.
  • McKinley Carter Wealth Services bought 1 iShares S&P 500 Growth ETF share in Q1 2026, an estimated $120.
  • iShares S&P 500 Growth ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #178 holding.
  • McKinley Carter Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 24 quarters since.
  • McKinley Carter Wealth Services's iShares S&P 500 Growth ETF position peaked at $1.17M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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