McKinley Carter Wealth Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.27M	Sell	57,791 -71,470	-55%	-$12M	0.54%	49
2025 Q4	$22.1M	Sell	129,261 -6,618	-5%	-$1.12M	1.23%	19
2025 Q3	$22.6M	Sell	135,879 -71,473	-34%	-$11.4M	1.19%	22
2025 Q2	$31.7M	Sell	207,352 -7,798	-4%	-$1.1M	1.76%	11
2025 Q1	$29.6M	Sell	215,150 -150,266	-41%	-$21.8M	1.82%	12
2024 Q4	$52.9M	Sell	365,416 -11,901	-3%	-$1.72M	3.24%	7
2024 Q3	$53M	Sell	377,317 -16,490	-4%	-$2.24M	3.2%	8
2024 Q2	$52.8M	Buy	393,807 +9,405	+2%	+$1.2M	3.36%	8
2024 Q1	$48.9M	Buy	384,402 +21,529	+6%	+$2.61M	3.27%	8
2023 Q4	$41.8M	Buy	362,873 +92,046	+34%	+$9.96M	3.06%	8
2023 Q3	$28M	Sell	270,827 -1,113	-0.4%	-$119K	2.23%	7
2023 Q2	$29M	Sell	271,940 -71,057	-21%	-$7.14M	2.18%	8
2023 Q1	$33.4M	Sell	342,997 -19,983	-6%	-$1.88M	2.61%	8
2022 Q4	$32.7M	Buy	362,980 +1,652	+0.5%	+$150K	2.77%	8
2022 Q3	$30.7M	Buy	361,328 +33,416	+10%	+$3.16M	2.85%	8
2022 Q2	$29.4M	Buy	327,912 +314,287	+2,307%	+$30.6M	2.61%	9
2022 Q1	$1.47M	Buy	13,625 +11,488	+538%	+$1.22M	0.12%	117
2021 Q4	$244K	Sell	2,137 -360	-14%	-$39.7K	0.02%	268
2021 Q3	$257K	Buy	2,497 +141	+6%	+$15K	0.02%	256
2021 Q2	$242K	Sell	2,356 -1,597	-40%	-$159K	0.02%	256
2021 Q1	$374K	Buy	3,953 +184	+5%	+$17K	0.03%	215
2020 Q4	$340K	Buy	+3,769	New	+$322K	0.04%	197

Other funds holding IWL