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McKinley Carter Wealth Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

McKinley Carter Wealth Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.84M Sell
17,958
-1,022
-5% -$224K 0.22% 91
2025
Q4 		$3.99M Sell
18,980
-725
-4% -$150K 0.22% 83
2025
Q3 		$4.01M Sell
19,705
-343
-2% -$68.2K 0.21% 83
2025
Q2 		$3.89M Sell
20,048
-510
-2% -$94.5K 0.22% 80
2025
Q1 		$3.87M Sell
20,558
-853
-4% -$162K 0.24% 76
2024
Q4 		$3.96M Sell
21,411
-1,179
-5% -$226K 0.24% 76
2024
Q3 		$4.29M Sell
22,590
-1,831
-7% -$334K 0.26% 75
2024
Q2 		$4.26M Buy
24,421
+26
+0.1% +$4.55K 0.27% 76
2024
Q1 		$4.37M Sell
24,395
-377
-2% -$63.8K 0.29% 72
2023
Q4 		$4.09M Sell
24,772
-1,587
-6% -$245K 0.3% 72
2023
Q3 		$4M Sell
26,359
-1,525
-5% -$242K 0.32% 64
2023
Q2 		$4.4M Sell
27,884
-307
-1% -$46.9K 0.33% 59
2023
Q1 		$4.29M Sell
28,191
-302
-1% -$46.6K 0.34% 61
2022
Q4 		$4.32M Sell
28,493
-332
-1% -$49.7K 0.37% 58
2022
Q3 		$3.92M Sell
28,825
-833
-3% -$125K 0.36% 60
2022
Q2 		$4.3M Sell
29,658
-772
-3% -$121K 0.38% 60
2022
Q1 		$5.05M Sell
30,430
-850
-3% -$140K 0.4% 52
2021
Q4 		$5.25M Sell
31,280
-1,388
-4% -$227K 0.39% 57
2021
Q3 		$5.11M Sell
32,668
-960
-3% -$154K 0.42% 54
2021
Q2 		$5.33M Sell
33,628
-1,334
-4% -$211K 0.44% 54
2021
Q1 		$5.3M Sell
34,962
-317
-0.9% -$45.9K 0.45% 51
2020
Q4 		$4.82M Buy
+35,279
New +$4.53M 0.63% 46
2020
Q3 		– Sell
-5,217
Closed -$588K – 143
2020
Q2 		$588K Sell
5,217
-6,086
-54% -$669K 0.14% 91
2020
Q1 		$1.12M Sell
11,303
-1,664
-13% -$207K 0.34% 62
2019
Q4 		$1.77M Sell
12,967
-501
-4% -$66K 0.41% 56
2019
Q3 		$1.73M Buy
13,468
+1,733
+15% +$220K 0.44% 53
2019
Q2 		$1.49M Sell
11,735
-829
-7% -$104K 0.4% 58
2019
Q1 		$1.55M Sell
12,564
-840
-6% -$101K 0.44% 54
2018
Q4 		$1.49M Buy
13,404
+6,405
+92% +$768K 0.49% 53
2018
Q3 		$886K Sell
6,999
-7,977
-53% -$1M 0.26% 75
2018
Q2 		$1.82M Sell
14,976
-43,695
-74% -$5.31M 0.59% 46
2018
Q1 		$7.04M Buy
58,671
+6,019
+11% +$750K 2.3% 7
2017
Q4 		$6.55M Buy
52,652
+3,812
+8% +$462K 2.25% 7
2017
Q3 		$5.79M Buy
+48,840
New +$5.69M 2.22% 9

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.4% in Q1 2026, selling an estimated $224K and leaving 17,958 shares worth $3.84M. The position accounts for 0.22% of the portfolio, ranked #91.

McKinley Carter Wealth Services first reported a position in IWD in Q3 2017 and has held it in 34 quarters since. The position peaked at $7.04M in Q1 2018. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • McKinley Carter Wealth Services held 17,958 shares of iShares Russell 1000 Value ETF worth $3.84M as of Q1 2026.
  • McKinley Carter Wealth Services sold 1,022 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $224K.
  • iShares Russell 1000 Value ETF made up 0.22% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #91 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 34 quarters since.
  • McKinley Carter Wealth Services's iShares Russell 1000 Value ETF position peaked at $7.04M in Q1 2018.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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