McKinley Carter Wealth Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$981K	Hold	10,590	–	–	0.06%	170
2025 Q4	$973K	Sell	10,590 -3,114	-23%	-$279K	0.05%	176
2025 Q3	$1.2M	Sell	13,704 -105	-0.8%	-$9.01K	0.06%	159
2025 Q2	$1.16M	Buy	13,809 +2,169	+19%	+$175K	0.06%	157
2025 Q1	$957K	Sell	11,640 -1,548	-12%	-$127K	0.06%	160
2024 Q4	$1.04M	Sell	13,188 -509	-4%	-$41.7K	0.06%	152
2024 Q3	$1.11M	Sell	13,697 -648	-5%	-$50.6K	0.07%	150
2024 Q2	$1.07M	Sell	14,345 -2,208	-13%	-$165K	0.07%	153
2024 Q1	$1.26M	Sell	16,553 -610	-4%	-$44.1K	0.08%	146
2023 Q4	$1.2M	Sell	17,163 -22,846	-57%	-$1.52M	0.09%	138
2023 Q3	$2.62M	Sell	40,009 -150	-0.4%	-$10.2K	0.21%	88
2023 Q2	$2.71M	Buy	40,159 +27	+0.1%	+$1.77K	0.2%	87
2023 Q1	$2.61M	Sell	40,132 -7,357	-15%	-$483K	0.2%	86
2022 Q4	$3.09M	Buy	+47,489	New	+$3.03M	0.26%	78

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

McKinley Carter Wealth Services's IWX Position: Q1 2026 in Review

McKinley Carter Wealth Services held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 10,590 shares worth $981K. The position accounts for 0.06% of the portfolio, ranked #170.

McKinley Carter Wealth Services first reported a position in IWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q4 2022. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

McKinley Carter Wealth Services held 10,590 shares of iShares Russell Top 200 Value ETF worth $981K as of Q1 2026.
McKinley Carter Wealth Services left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Value ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #170 holding.
McKinley Carter Wealth Services first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 14 quarters since.
McKinley Carter Wealth Services's iShares Russell Top 200 Value ETF position peaked at $3.09M in Q4 2022.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.