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McKinley Carter Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

McKinley Carter Wealth Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Sell
4,942
-24
-0.5% -$7.98K 0.09% 139
2025
Q4 		$1.6M Sell
4,966
-162
-3% -$52.7K 0.09% 141
2025
Q3 		$1.64M Sell
5,128
-118
-2% -$35.6K 0.09% 135
2025
Q2 		$1.5M Sell
5,246
-296
-5% -$77.9K 0.08% 138
2025
Q1 		$1.42M Sell
5,542
-338
-6% -$95.4K 0.09% 139
2024
Q4 		$1.69M Hold
5,880
– – 0.1% 122
2024
Q3 		$1.67M Sell
5,880
-10
-0.2% -$2.74K 0.1% 130
2024
Q2 		$1.55M Sell
5,890
-252
-4% -$65.4K 0.1% 132
2024
Q1 		$1.66M Sell
6,142
-53
-0.9% -$13.5K 0.11% 124
2023
Q4 		$1.56M Sell
6,195
-694
-10% -$156K 0.11% 118
2023
Q3 		$1.54M Sell
6,889
-214
-3% -$51.2K 0.12% 116
2023
Q2 		$1.72M Sell
7,103
-356
-5% -$81.6K 0.13% 110
2023
Q1 		$1.69M Sell
7,459
-82
-1% -$18.8K 0.13% 109
2022
Q4 		$1.62M Sell
7,541
-571
-7% -$125K 0.14% 110
2022
Q3 		$1.68M Sell
8,112
-1,660
-17% -$374K 0.16% 95
2022
Q2 		$2.02M Sell
9,772
-290
-3% -$64.7K 0.18% 91
2022
Q1 		$2.57M Sell
10,062
-439
-4% -$112K 0.2% 83
2021
Q4 		$3.08M Sell
10,501
-1,138
-10% -$343K 0.23% 79
2021
Q3 		$3.42M Sell
11,639
-466
-4% -$140K 0.28% 70
2021
Q2 		$3.77M Sell
12,105
-1,011
-8% -$304K 0.31% 67
2021
Q1 		$3.94M Sell
13,116
-1,210
-8% -$376K 0.34% 68
2020
Q4 		$4.11M Buy
+14,326
New +$3.65M 0.54% 59
2020
Q1 		– Sell
-124
Closed -$27K – 160
2019
Q4 		$27K Buy
+124
New +$25.2K 0.01% 183
2018
Q2 		– Sell
-3,280
Closed -$74K – 274
2018
Q1 		$74K Buy
+3,280
New +$630K 0.02% 229

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

McKinley Carter Wealth Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.48% in Q1 2026, selling an estimated $7.98K and leaving 4,942 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #139.

McKinley Carter Wealth Services first reported a position in IWO in Q1 2018 and has held it in 24 quarters since. The position peaked at $4.11M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • McKinley Carter Wealth Services held 4,942 shares of iShares Russell 2000 Growth ETF worth $1.55M as of Q1 2026.
  • McKinley Carter Wealth Services sold 24 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $7.98K.
  • iShares Russell 2000 Growth ETF made up 0.09% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #139 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 24 quarters since.
  • McKinley Carter Wealth Services's iShares Russell 2000 Growth ETF position peaked at $4.11M in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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