McKinley Carter Wealth Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

McKinley Carter Wealth Services’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Sell	20,866 -1,569	-7%	-$216K	0.16%	102
2026 Q1	$2.87M	Sell	22,435 -4,006	-15%	-$542K	0.17%	105
2025 Q4	$3.62M	Sell	26,441 -3,569	-12%	-$499K	0.2%	91
2025 Q3	$4.27M	Sell	30,010 -2,221	-7%	-$314K	0.22%	81
2025 Q2	$4.47M	Sell	32,231 -867	-3%	-$110K	0.25%	76
2025 Q1	$3.89M	Sell	33,098 -2,166	-6%	-$278K	0.24%	75
2024 Q4	$4.47M	Sell	35,264 -487	-1%	-$61.9K	0.27%	75
2024 Q3	$4.19M	Sell	35,751 -689	-2%	-$77K	0.25%	76
2024 Q2	$4.02M	Sell	36,440 -950	-3%	-$104K	0.26%	78
2024 Q1	$4.27M	Sell	37,390 -1,274	-3%	-$138K	0.29%	74
2023 Q4	$4.04M	Sell	38,664 -3,074	-7%	-$291K	0.3%	73
2023 Q3	$3.81M	Sell	41,738 -549	-1%	-$52.5K	0.3%	68
2023 Q2	$4.09M	Sell	42,287 -2,312	-5%	-$211K	0.31%	63
2023 Q1	$4.06M	Sell	44,599 -1,613	-3%	-$144K	0.32%	63
2022 Q4	$3.86M	Sell	46,212 -7,133	-13%	-$600K	0.33%	66
2022 Q3	$4.18M	Sell	53,345 -3,177	-6%	-$273K	0.39%	56
2022 Q2	$4.48M	Sell	56,522 -26,109	-32%	-$2.27M	0.4%	59
2022 Q1	$8.3M	Sell	82,631 -8,572	-9%	-$854K	0.65%	33
2021 Q4	$10.5M	Sell	91,203 -20,213	-18%	-$2.36M	0.78%	28
2021 Q3	$12.5M	Sell	111,416 -6,040	-5%	-$695K	1.02%	20
2021 Q2	$13.3M	Sell	117,456 -36,532	-24%	-$3.9M	1.1%	19
2021 Q1	$15.7M	Sell	153,988 -19,336	-11%	-$2.02M	1.34%	18
2020 Q4	$17.8M	Buy	173,324 +18,288	+12%	+$1.74M	2.33%	8
2020 Q3	$13.4M	Sell	155,036 -6,418	-4%	-$542K	3.01%	7
2020 Q2	$12.8M	Sell	161,454 -15,032	-9%	-$1.09M	3.13%	7
2020 Q1	$10.7M	Buy	176,486 +134,582	+321%	+$9.81M	3.21%	5
2019 Q4	$3.2M	Buy	41,904 +6,032	+17%	+$442K	0.75%	32
2019 Q3	$2.54M	Buy	35,872 +7,466	+26%	+$537K	0.65%	39
2019 Q2	$2.02M	Buy	28,406 +1,274	+5%	+$88.6K	0.55%	48
2019 Q1	$1.84M	Buy	27,132 +1,048	+4%	+$67.3K	0.52%	49
2018 Q4	$1.48M	Buy	26,084 +874	+3%	+$53.2K	0.49%	54
2018 Q3	$1.71M	Hold	25,210	–	–	0.51%	54
2018 Q2	$1.6M	Sell	25,210 -94	-0.4%	-$5.92K	0.51%	54
2018 Q1	$1.56M	Buy	25,304 +2,738	+12%	+$171K	0.51%	49
2017 Q4	$1.36M	Sell	22,566 -2,798	-11%	-$164K	0.47%	55
2017 Q3	$1.44M	Sell	25,364 -48	-0.2%	-$2.63K	0.55%	48
2017 Q2	$1.37M	Buy	25,412 +322	+1%	+$17.1K	0.61%	50
2017 Q1	$1.3M	Buy	25,090 +3,448	+16%	+$176K	0.6%	50
2016 Q4	$1.05M	Buy	21,642 +2,024	+10%	+$97.6K	0.53%	51
2016 Q3	$955K	Buy	+19,618	New	+$951K	0.49%	50
2016 Q2	–	Sell	-8,282	Closed	-$382K	–	128
2016 Q1	$382K	Buy	+8,282	New	+$358K	0.21%	87

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7% in Q2 2026, selling an estimated $216K and leaving 20,866 shares worth $3.05M. The position accounts for 0.16% of the portfolio, ranked #102.

McKinley Carter Wealth Services first reported a position in IWP in Q1 2016 and has held it in 41 quarters since. The position peaked at $17.8M in Q4 2020. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

McKinley Carter Wealth Services held 20,866 shares of iShares Russell Mid-Cap Growth ETF worth $3.05M as of Q2 2026.
McKinley Carter Wealth Services sold 1,569 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $216K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #102 holding.
McKinley Carter Wealth Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 41 quarters since.
McKinley Carter Wealth Services's iShares Russell Mid-Cap Growth ETF position peaked at $17.8M in Q4 2020.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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