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McKinley Carter Wealth Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

McKinley Carter Wealth Services’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$641K Sell
3,381
-19
-0.6% -$3.68K 0.04% 200
2025
Q4 		$616K Sell
3,400
-22
-0.6% -$3.95K 0.03% 207
2025
Q3 		$605K Sell
3,422
-28
-0.8% -$4.73K 0.03% 202
2025
Q2 		$544K Sell
3,450
-630
-15% -$93.8K 0.03% 206
2025
Q1 		$616K Sell
4,080
-211
-5% -$34.1K 0.04% 191
2024
Q4 		$704K Sell
4,291
-124
-3% -$21.2K 0.04% 174
2024
Q3 		$737K Sell
4,415
-2,111
-32% -$343K 0.04% 180
2024
Q2 		$994K Sell
6,526
-673
-9% -$103K 0.06% 157
2024
Q1 		$1.14M Sell
7,199
-459
-6% -$69.5K 0.08% 149
2023
Q4 		$1.19M Sell
7,658
-4,942
-39% -$685K 0.09% 139
2023
Q3 		$1.71M Sell
12,600
-2,278
-15% -$327K 0.14% 110
2023
Q2 		$2.09M Sell
14,878
-4,684
-24% -$633K 0.16% 101
2023
Q1 		$2.68M Sell
19,562
-86,822
-82% -$12.6M 0.21% 84
2022
Q4 		$14.8M Sell
106,384
-3,334
-3% -$471K 1.25% 17
2022
Q3 		$14.1M Sell
109,718
-472
-0.4% -$68.2K 1.32% 18
2022
Q2 		$15M Sell
110,190
-43,763
-28% -$6.51M 1.33% 16
2022
Q1 		$24.8M Buy
153,953
+1,576
+1% +$251K 1.94% 11
2021
Q4 		$25.3M Buy
152,377
+9,990
+7% +$1.66M 1.89% 12
2021
Q3 		$22.8M Buy
142,387
+13,275
+10% +$2.13M 1.87% 11
2021
Q2 		$21.4M Buy
129,112
+36,850
+40% +$6.08M 1.77% 13
2021
Q1 		$14.7M Buy
92,262
+40,185
+77% +$6.07M 1.26% 20
2020
Q4 		$6.86M Buy
52,077
+21,057
+68% +$2.49M 0.9% 23
2020
Q3 		$3.08M Buy
+31,020
New +$3.15M 0.69% 45
2020
Q1 		– Sell
-804
Closed -$103K – 159
2019
Q4 		$103K Buy
+804
New +$99.4K 0.02% 168
2018
Q2 		– Sell
-450
Closed -$55K – 273
2018
Q1 		$55K Buy
+450
New +$56.3K 0.02% 253

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.56% in Q1 2026, selling an estimated $3.68K and leaving 3,381 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #200.

McKinley Carter Wealth Services first reported a position in IWN in Q1 2018 and has held it in 25 quarters since. The position peaked at $25.3M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • McKinley Carter Wealth Services held 3,381 shares of iShares Russell 2000 Value ETF worth $641K as of Q1 2026.
  • McKinley Carter Wealth Services sold 19 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $3.68K.
  • iShares Russell 2000 Value ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #200 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's iShares Russell 2000 Value ETF position peaked at $25.3M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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