McKinley Carter Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.82M | Sell |
28,959
-1,494
| -5% | -$149K | 0.16% | 109 |
|
|
2025
Q4 | $2.93M | Sell |
30,453
-3,256
| -10% | -$313K | 0.16% | 102 |
|
|
2025
Q3 | $3.25M | Sell |
33,709
-1,148
| -3% | -$109K | 0.17% | 93 |
|
|
2025
Q2 | $3.21M | Buy |
34,857
+7,236
| +26% | +$625K | 0.18% | 88 |
|
|
2025
Q1 | $2.35M | Buy |
27,621
+895
| +3% | +$79.8K | 0.14% | 101 |
|
|
2024
Q4 | $2.36M | Sell |
26,726
-53
| -0.2% | -$4.81K | 0.14% | 100 |
|
|
2024
Q3 | $2.36M | Sell |
26,779
-185
| -0.7% | -$15.6K | 0.14% | 108 |
|
|
2024
Q2 | $2.19M | Sell |
26,964
-338
| -1% | -$27.5K | 0.14% | 108 |
|
|
2024
Q1 | $2.3M | Sell |
27,302
-579
| -2% | -$45.9K | 0.15% | 103 |
|
|
2023
Q4 | $2.17M | Sell |
27,881
-2,813
| -9% | -$200K | 0.16% | 99 |
|
|
2023
Q3 | $2.13M | Hold |
30,694
| – | – | 0.17% | 98 |
|
|
2023
Q2 | $2.24M | Buy |
30,694
+1
| +0% | +$70 | 0.17% | 99 |
|
|
2023
Q1 | $2.15M | Sell |
30,693
-503
| -2% | -$35.5K | 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% | -$65K | 0.17% | 94 |
|
|
2022
Q2 | $1.93M | Sell |
29,844
-771
| -3% | -$54.9K | 0.17% | 96 |
|
|
2022
Q1 | $2.39M | Sell |
30,615
-9,113
| -23% | -$701K | 0.19% | 90 |
|
|
2021
Q4 | $3.3M | Sell |
39,728
-2,662
| -6% | -$218K | 0.25% | 78 |
|
|
2021
Q3 | $3.32M | Sell |
42,390
-558
| -1% | -$44.7K | 0.27% | 76 |
|
|
2021
Q2 | $3.4M | Sell |
42,948
-1,170
| -3% | -$90.8K | 0.28% | 72 |
|
|
2021
Q1 | $3.26M | Buy |
44,118
+60
| +0.1% | +$4.34K | 0.28% | 79 |
|
|
2020
Q4 | $3.02M | Buy |
44,058
+11,298
| +34% | +$720K | 0.4% | 71 |
|
|
2020
Q3 | $1.88M | Sell |
32,760
-446
| -1% | -$25.4K | 0.42% | 54 |
|
|
2020
Q2 | $1.78M | Sell |
33,206
-4,470
| -12% | -$224K | 0.44% | 50 |
|
|
2020
Q1 | $1.63M | Sell |
37,676
-1,597
| -4% | -$87.9K | 0.49% | 47 |
|
|
2019
Q4 | $2.34M | Buy |
39,273
+5
| +0% | +$287 | 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% | -$10.6K | 0.63% | 44 |
|
|
2019
Q1 | $2.28M | Buy |
42,257
+4
| +0% | +$207 | 0.64% | 44 |
|
|
2018
Q4 | $1.96M | Buy |
42,253
+13
| +0% | +$656 | 0.65% | 44 |
|
|
2018
Q3 | $2.33M | Buy |
42,240
+116
| +0.3% | +$6.36K | 0.69% | 41 |
|
|
2018
Q2 | $2.23M | Buy |
42,124
+4
| +0% | +$211 | 0.72% | 37 |
|
|
2018
Q1 | $2.17M | Sell |
42,120
-1,480
| -3% | -$78K | 0.71% | 35 |
|
|
2017
Q4 | $2.27M | Sell |
43,600
-2,796
| -6% | -$142K | 0.78% | 37 |
|
|
2017
Q3 | $2.29M | Sell |
46,396
-9,688
| -17% | -$468K | 0.88% | 33 |
|
|
2017
Q2 | $2.69M | Sell |
56,084
-2,640
| -4% | -$125K | 1.19% | 21 |
|
|
2017
Q1 | $2.75M | Buy |
58,724
+4
| +0% | +$185 | 1.28% | 17 |
|
|
2016
Q4 | $2.63M | Sell |
58,720
-1,264
| -2% | -$55.3K | 1.33% | 18 |
|
|
2016
Q3 | $2.61M | Sell |
59,984
-396
| -0.7% | -$17.2K | 1.35% | 17 |
|
|
2016
Q2 | $2.54M | Buy |
60,380
+3,848
| +7% | +$159K | 1.32% | 20 |
|
|
2016
Q1 | $2.3M | Buy |
56,532
+1,608
| +3% | +$61.2K | 1.28% | 22 |
|
|
2015
Q4 | $2.2M | Buy |
54,924
+23,400
| +74% | +$954K | 1.26% | 24 |
|
|
2015
Q3 | $1.23M | Sell |
31,524
-200
| -0.6% | -$8.28K | 0.76% | 46 |
|
|
2015
Q2 | $1.35M | Buy |
31,724
+108
| +0.3% | +$4.7K | 0.73% | 46 |
|
|
2015
Q1 | $1.37M | Sell |
31,616
-416
| -1% | -$17.7K | 0.88% | 41 |
|
|
2014
Q4 | $1.34M | Buy |
+32,032
| New | +$1.3M | 1.05% | 39 |
|
Other funds holding IWR
McKinley Carter Wealth Services's IWR Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.9% in Q1 2026, selling an estimated $149K and leaving 28,959 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #109.
McKinley Carter Wealth Services first reported a position in IWR in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.4M in Q2 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- McKinley Carter Wealth Services held 28,959 shares of iShares Russell Mid-Cap ETF worth $2.82M as of Q1 2026.
- McKinley Carter Wealth Services sold 1,494 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $149K.
- iShares Russell Mid-Cap ETF made up 0.16% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #109 holding.
- McKinley Carter Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- McKinley Carter Wealth Services's iShares Russell Mid-Cap ETF position peaked at $3.4M in Q2 2021.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.