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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.21M	Buy	34,857 +7,236	+26%	+$665K	0.18%	88
2025 Q1	$2.35M	Buy	27,621 +895	+3%	+$76.1K	0.14%	101
2024 Q4	$2.36M	Sell	26,726 -53	-0.2%	-$4.69K	0.14%	100
2024 Q3	$2.36M	Sell	26,779 -185	-0.7%	-$16.3K	0.14%	108
2024 Q2	$2.19M	Sell	26,964 -338	-1%	-$27.4K	0.14%	108
2024 Q1	$2.3M	Sell	27,302 -579	-2%	-$48.7K	0.15%	103
2023 Q4	$2.17M	Sell	27,881 -2,813	-9%	-$219K	0.16%	99
2023 Q3	$2.13M	Hold	30,694	–	–	0.17%	98
2023 Q2	$2.24M	Buy	30,694 +1	+0%	+$73	0.17%	99
2023 Q1	$2.15M	Sell	30,693 -503	-2%	-$35.2K	0.17%	99
2022 Q4	$2.1M	Buy	31,196 +2,297	+8%	+$155K	0.18%	100
2022 Q3	$1.8M	Sell	28,899 -945	-3%	-$58.7K	0.17%	94
2022 Q2	$1.93M	Sell	29,844 -771	-3%	-$49.9K	0.17%	96
2022 Q1	$2.39M	Sell	30,615 -9,113	-23%	-$711K	0.19%	90
2021 Q4	$3.3M	Sell	39,728 -2,662	-6%	-$221K	0.25%	78
2021 Q3	$3.32M	Sell	42,390 -558	-1%	-$43.7K	0.27%	76
2021 Q2	$3.4M	Sell	42,948 -1,170	-3%	-$92.7K	0.28%	72
2021 Q1	$3.26M	Buy	44,118 +60	+0.1%	+$4.44K	0.28%	79
2020 Q4	$3.02M	Buy	44,058 +11,298	+34%	+$774K	0.4%	71
2020 Q3	$1.88M	Sell	32,760 -446	-1%	-$25.6K	0.42%	54
2020 Q2	$1.78M	Sell	33,206 -4,470	-12%	-$240K	0.44%	50
2020 Q1	$1.63M	Sell	37,676 -1,597	-4%	-$68.9K	0.49%	47
2019 Q4	$2.34M	Buy	39,273 +5	+0%	+$298	0.55%	44
2019 Q3	$2.2M	Sell	39,268 -2,796	-7%	-$156K	0.56%	45
2019 Q2	$2.35M	Sell	42,064 -193	-0.5%	-$10.8K	0.63%	44
2019 Q1	$2.28M	Buy	42,257 +4	+0%	+$216	0.64%	44
2018 Q4	$1.96M	Buy	42,253 +13	+0%	+$604	0.65%	44
2018 Q3	$2.33M	Buy	42,240 +116	+0.3%	+$6.39K	0.69%	41
2018 Q2	$2.23M	Buy	42,124 +4	+0%	+$212	0.72%	37
2018 Q1	$2.17M	Sell	42,120 -1,480	-3%	-$76.4K	0.71%	35
2017 Q4	$2.27M	Sell	43,600 -2,796	-6%	-$146K	0.78%	37
2017 Q3	$2.29M	Sell	46,396 -9,688	-17%	-$478K	0.88%	33
2017 Q2	$2.69M	Sell	56,084 -2,640	-4%	-$127K	1.19%	21
2017 Q1	$2.75M	Buy	58,724 +4	+0%	+$187	1.28%	17
2016 Q4	$2.63M	Sell	58,720 -1,264	-2%	-$56.5K	1.33%	18
2016 Q3	$2.61M	Sell	59,984 -396	-0.7%	-$17.3K	1.35%	17
2016 Q2	$2.54M	Buy	60,380 +3,848	+7%	+$162K	1.32%	20
2016 Q1	$2.3M	Buy	56,532 +1,608	+3%	+$65.5K	1.28%	22
2015 Q4	$2.2M	Buy	54,924 +23,400	+74%	+$937K	1.26%	24
2015 Q3	$1.23M	Sell	31,524 -200	-0.6%	-$7.78K	0.76%	46
2015 Q2	$1.35M	Buy	31,724 +108	+0.3%	+$4.6K	0.73%	46
2015 Q1	$1.37M	Sell	31,616 -416	-1%	-$18K	0.88%	41
2014 Q4	$1.34M	Buy	+32,032	New	+$1.34M	1.05%	39