McKinley Carter Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Buy |
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|
2025
Q1 | $93.2M | Sell |
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|
2024
Q4 | $99.9M | Sell |
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|
2024
Q3 | $101M | Sell |
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|
2024
Q2 | $96.4M | Buy |
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|
2024
Q1 | $64.4M | Buy |
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|
2023
Q4 | $57.9M | Sell |
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|
2023
Q3 | $53M | Sell |
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|
2023
Q2 | $56M | Sell |
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|
2023
Q1 | $51.8M | Buy |
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|
2022
Q4 | $48M | Sell |
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|
2022
Q3 | $46M | Sell |
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|
2022
Q2 | $48.5M | Sell |
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|
2022
Q1 | $59.1M | Sell |
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|
2021
Q4 | $63.2M | Buy |
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|
2021
Q3 | $57M | Sell |
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|
2021
Q2 | $58.3M | Sell |
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|
2021
Q1 | $54.9M | Buy |
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|
2020
Q4 | $51.5M | Sell |
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|
2020
Q3 | $51.5M | Sell |
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|
2020
Q2 | $60.1M | Sell |
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|
2020
Q1 | $68.5M | Buy |
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|
2019
Q4 | $77.7M | Buy |
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|
2019
Q3 | $69.2M | Buy |
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|
2019
Q2 | $65.5M | Sell |
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|
2019
Q1 | $63.5M | Sell |
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|
2018
Q4 | $58.7M | Buy |
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|
2018
Q3 | $46.4M | Buy |
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|
2018
Q2 | $43.4M | Sell |
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|
2018
Q1 | $44.9M | Buy |
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|
2017
Q4 | $43.9M | Buy |
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|
2017
Q3 | $31.9M | Buy |
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|
2017
Q2 | $22.6M | Buy |
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|
2017
Q1 | $21.4M | Buy |
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|
2016
Q4 | $19.9M | Buy |
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|
2016
Q3 | $19M | Sell |
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|
2016
Q2 | $18.4M | Sell |
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|
2016
Q1 | $18.4M | Buy |
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|
2015
Q4 | $15.6M | Sell |
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|
2015
Q3 | $14.8M | Buy |
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|
2015
Q2 | $13.8M | Buy |
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|
2015
Q1 | $13.6M | Sell |
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|
2014
Q4 | $15M | Buy |
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|
2014
Q3 | $5.99M | Buy |
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|
2014
Q2 | $1.39M | Buy |
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|
2014
Q1 | $1.2M | Sell |
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|
2013
Q4 | $1.46M | Sell |
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|
2013
Q3 | $2.18M | Buy |
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|
2013
Q2 | $1.47M | Buy |
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