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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.89M	Sell	20,048 -510	-2%	-$99.1K	0.22%	80
2025 Q1	$3.87M	Sell	20,558 -853	-4%	-$161K	0.24%	76
2024 Q4	$3.96M	Sell	21,411 -1,179	-5%	-$218K	0.24%	76
2024 Q3	$4.29M	Sell	22,590 -1,831	-7%	-$348K	0.26%	75
2024 Q2	$4.26M	Buy	24,421 +26	+0.1%	+$4.54K	0.27%	76
2024 Q1	$4.37M	Sell	24,395 -377	-2%	-$67.5K	0.29%	72
2023 Q4	$4.09M	Sell	24,772 -1,587	-6%	-$262K	0.3%	72
2023 Q3	$4M	Sell	26,359 -1,525	-5%	-$232K	0.32%	64
2023 Q2	$4.4M	Sell	27,884 -307	-1%	-$48.5K	0.33%	59
2023 Q1	$4.29M	Sell	28,191 -302	-1%	-$46K	0.34%	61
2022 Q4	$4.32M	Sell	28,493 -332	-1%	-$50.3K	0.37%	58
2022 Q3	$3.92M	Sell	28,825 -833	-3%	-$113K	0.36%	60
2022 Q2	$4.3M	Sell	29,658 -772	-3%	-$112K	0.38%	60
2022 Q1	$5.05M	Sell	30,430 -850	-3%	-$141K	0.4%	52
2021 Q4	$5.25M	Sell	31,280 -1,388	-4%	-$233K	0.39%	57
2021 Q3	$5.11M	Sell	32,668 -960	-3%	-$150K	0.42%	54
2021 Q2	$5.33M	Sell	33,628 -1,334	-4%	-$212K	0.44%	54
2021 Q1	$5.3M	Sell	34,962 -317	-0.9%	-$48K	0.45%	51
2020 Q4	$4.82M	Buy	+35,279	New	+$4.82M	0.63%	46
2020 Q3	–	Sell	-5,217	Closed	-$588K	–	143
2020 Q2	$588K	Sell	5,217 -6,086	-54%	-$686K	0.14%	91
2020 Q1	$1.12M	Sell	11,303 -1,664	-13%	-$165K	0.34%	62
2019 Q4	$1.77M	Sell	12,967 -501	-4%	-$68.4K	0.41%	56
2019 Q3	$1.73M	Buy	13,468 +1,733	+15%	+$222K	0.44%	53
2019 Q2	$1.49M	Sell	11,735 -829	-7%	-$105K	0.4%	58
2019 Q1	$1.55M	Sell	12,564 -840	-6%	-$104K	0.44%	54
2018 Q4	$1.49M	Buy	13,404 +6,405	+92%	+$712K	0.49%	53
2018 Q3	$886K	Sell	6,999 -7,977	-53%	-$1.01M	0.26%	75
2018 Q2	$1.82M	Sell	14,976 -43,695	-74%	-$5.3M	0.59%	46
2018 Q1	$7.04M	Buy	58,671 +6,019	+11%	+$722K	2.3%	7
2017 Q4	$6.55M	Buy	52,652 +3,812	+8%	+$474K	2.25%	7
2017 Q3	$5.79M	Buy	+48,840	New	+$5.79M	2.22%	9