McKinley Carter Wealth Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.27M | Sell |
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|
2025
Q2 | $4.47M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $4.47M | Sell |
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|
2024
Q3 | $4.19M | Sell |
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|
2024
Q2 | $4.02M | Sell |
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|
2024
Q1 | $4.27M | Sell |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $3.81M | Sell |
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|
2023
Q2 | $4.09M | Sell |
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|
2023
Q1 | $4.06M | Sell |
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|
2022
Q4 | $3.86M | Sell |
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|
2022
Q3 | $4.18M | Sell |
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|
2022
Q2 | $4.48M | Sell |
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|
2022
Q1 | $8.3M | Sell |
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|
2021
Q4 | $10.5M | Sell |
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|
2021
Q3 | $12.5M | Sell |
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|
2021
Q2 | $13.3M | Sell |
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|
2021
Q1 | $15.7M | Sell |
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|
2020
Q4 | $17.8M | Buy |
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|
2020
Q3 | $13.4M | Sell |
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|
2020
Q2 | $12.8M | Sell |
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|
2020
Q1 | $10.7M | Buy |
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|
2019
Q4 | $3.2M | Buy |
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|
2019
Q3 | $2.54M | Buy |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.71M | Hold |
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|
2018
Q2 | $1.6M | Sell |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | $1.36M | Sell |
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|
2017
Q3 | $1.44M | Sell |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $955K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $382K | Buy |
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