MCWS
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McKinley Carter Wealth Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

McKinley Carter Wealth Services’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Hold
2,616
– – 0.02% 243
2026
Q1 		$381K Sell
2,616
-53
-2% -$7.87K 0.02% 236
2025
Q4 		$376K Sell
2,669
-294
-10% -$41.1K 0.02% 253
2025
Q3 		$414K Sell
2,963
-64
-2% -$8.75K 0.02% 239
2025
Q2 		$400K Sell
3,027
-135
-4% -$16.9K 0.02% 237
2025
Q1 		$398K Sell
3,162
-54
-2% -$7.03K 0.02% 231
2024
Q4 		$416K Buy
3,216
+104
+3% +$13.9K 0.03% 219
2024
Q3 		$412K Sell
3,112
-1,474
-32% -$186K 0.02% 224
2024
Q2 		$554K Sell
4,586
-624
-12% -$75.8K 0.04% 198
2024
Q1 		$653K Buy
5,210
+1,136
+28% +$134K 0.04% 188
2023
Q4 		$474K Sell
4,074
-1,259
-24% -$134K 0.03% 203
2023
Q3 		$556K Sell
5,333
-530
-9% -$58.4K 0.04% 193
2023
Q2 		$644K Sell
5,863
-3,018
-34% -$318K 0.05% 187
2023
Q1 		$943K Sell
8,881
-2,717
-23% -$296K 0.07% 147
2022
Q4 		$1.22M Sell
11,598
-5,590
-33% -$586K 0.1% 128
2022
Q3 		$1.65M Sell
17,188
-75,512
-81% -$8.07M 0.15% 97
2022
Q2 		$9.42M Buy
92,700
+909
+1% +$102K 0.83% 24
2022
Q1 		$11M Buy
91,791
+2,858
+3% +$336K 0.86% 23
2021
Q4 		$10.9M Buy
88,933
+4,904
+6% +$585K 0.81% 26
2021
Q3 		$9.52M Buy
84,029
+2,535
+3% +$293K 0.78% 27
2021
Q2 		$9.37M Buy
81,494
+22,005
+37% +$2.52M 0.78% 23
2021
Q1 		$6.5M Sell
59,489
-4,726
-7% -$492K 0.56% 35
2020
Q4 		$6.23M Buy
64,215
+12,968
+25% +$1.17M 0.82% 33
2020
Q3 		$4.14M Buy
51,247
+48,600
+1,836% +$3.93M 0.93% 29
2020
Q2 		$203K Buy
+2,647
New +$193K 0.05% 131
2020
Q1 		– Sell
-8,482
Closed -$804K – 161
2019
Q4 		$804K Sell
8,482
-2,005
-19% -$183K 0.19% 88
2019
Q3 		$941K Buy
10,487
+1,207
+13% +$107K 0.24% 78
2019
Q2 		$827K Sell
9,280
-1,075
-10% -$94.4K 0.22% 80
2019
Q1 		$899K Hold
10,355
– – 0.25% 76
2018
Q4 		$791K Sell
10,355
-198
-2% -$16.6K 0.26% 76
2018
Q3 		$952K Sell
10,553
-94
-0.9% -$8.51K 0.28% 72
2018
Q2 		$942K Buy
10,647
+681
+7% +$59.9K 0.3% 69
2018
Q1 		$861K Buy
9,966
+770
+8% +$68.3K 0.28% 70
2017
Q4 		$820K Sell
9,196
-129
-1% -$11.2K 0.28% 71
2017
Q3 		$792K Sell
9,325
-15
-0.2% -$1.26K 0.3% 69
2017
Q2 		$785K Sell
9,340
-135
-1% -$11.2K 0.35% 62
2017
Q1 		$786K Buy
9,475
+670
+8% +$55.4K 0.37% 62
2016
Q4 		$708K Buy
8,805
+928
+12% +$72.3K 0.36% 65
2016
Q3 		$605K Buy
7,877
+1,490
+23% +$114K 0.31% 68
2016
Q2 		$474K Buy
6,387
+2,470
+63% +$179K 0.25% 76
2016
Q1 		$278K Buy
3,917
+10
+0.3% +$659 0.15% 102
2015
Q4 		$268K Buy
3,907
+19
+0.5% +$1.33K 0.15% 93
2015
Q3 		$261K Sell
3,888
-120
-3% -$8.53K 0.16% 92
2015
Q2 		$296K Buy
4,008
+130
+3% +$9.8K 0.16% 105
2015
Q1 		$292K Buy
3,878
+8
+0.2% +$597 0.19% 91
2014
Q4 		$285K Sell
3,870
-83
-2% -$5.96K 0.22% 82
2014
Q3 		$277K Buy
3,953
+18
+0.5% +$1.29K 0.26% 74
2014
Q2 		$286K Hold
3,935
– – 0.3% 68
2014
Q1 		$270K Sell
3,935
-130
-3% -$8.64K 0.29% 74
2013
Q4 		$267K Sell
4,065
-690
-15% -$43.9K 0.26% 91
2013
Q3 		$290K Sell
4,755
-1,050
-18% -$63.3K 0.34% 62
2013
Q2 		$336K Buy
+5,805
New +$336K 0.51% 42

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

McKinley Carter Wealth Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,616 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #243.

McKinley Carter Wealth Services first reported a position in IWS in Q2 2013 and has held it in 52 quarters since. The position peaked at $11M in Q1 2022. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • McKinley Carter Wealth Services held 2,616 shares of iShares Russell Mid-Cap Value ETF worth $431K as of Q2 2026.
  • McKinley Carter Wealth Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #243 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • McKinley Carter Wealth Services's iShares Russell Mid-Cap Value ETF position peaked at $11M in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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