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

McKinley Carter Wealth Services’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.85M Sell
53,247
-4,544
-8% -$817K 0.51% 50
2026
Q1 		$9.27M Sell
57,791
-71,470
-55% -$12M 0.53% 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 1.18% 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

McKinley Carter Wealth Services's IWL Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Russell Top 200 ETF (IWL) stake by 7.9% in Q2 2026, selling an estimated $817K and leaving 53,247 shares worth $9.85M. The position accounts for 0.51% of the portfolio, ranked #50.

McKinley Carter Wealth Services first reported a position in IWL in Q4 2020 and has held it in 23 quarters since. The position peaked at $53M in Q3 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • McKinley Carter Wealth Services held 53,247 shares of iShares Russell Top 200 ETF worth $9.85M as of Q2 2026.
  • McKinley Carter Wealth Services sold 4,544 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $817K.
  • iShares Russell Top 200 ETF made up 0.51% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #50 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Russell Top 200 ETF in Q4 2020 and has held it in 23 quarters since.
  • McKinley Carter Wealth Services's iShares Russell Top 200 ETF position peaked at $53M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.