MCWS
IWY icon

McKinley Carter Wealth Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

McKinley Carter Wealth Services’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Sell
1,380
-347
-20% -$98K 0.02% 250
2026
Q1 		$430K Sell
1,727
-28
-2% -$7.42K 0.02% 231
2025
Q4 		$486K Sell
1,755
-268
-13% -$74.3K 0.03% 223
2025
Q3 		$554K Hold
2,023
– – 0.03% 213
2025
Q2 		$499K Sell
2,023
-73
-3% -$16.2K 0.03% 217
2025
Q1 		$442K Sell
2,096
-229
-10% -$52.7K 0.03% 218
2024
Q4 		$547K Hold
2,325
– – 0.03% 194
2024
Q3 		$512K Sell
2,325
-115
-5% -$24.5K 0.03% 206
2024
Q2 		$523K Hold
2,440
– – 0.03% 204
2024
Q1 		$476K Sell
2,440
-434
-15% -$81.1K 0.03% 211
2023
Q4 		$504K Hold
2,874
– – 0.04% 199
2023
Q3 		$442K Buy
2,874
+8
+0.3% +$1.28K 0.04% 211
2023
Q2 		$454K Hold
2,866
– – 0.03% 216
2023
Q1 		$398K Hold
2,866
– – 0.03% 226
2022
Q4 		$345K Buy
2,866
+121
+4% +$15K 0.03% 234
2022
Q3 		$328K Sell
2,745
-1,641
-37% -$220K 0.03% 229
2022
Q2 		$549K Sell
4,386
-180
-4% -$24.7K 0.05% 183
2022
Q1 		$725K Hold
4,566
– – 0.06% 169
2021
Q4 		$792K Buy
4,566
+606
+15% +$101K 0.06% 161
2021
Q3 		$605K Buy
3,960
+474
+14% +$74.8K 0.05% 172
2021
Q2 		$525K Sell
3,486
-10
-0.3% -$1.43K 0.04% 181
2021
Q1 		$470K Buy
3,496
+80
+2% +$10.7K 0.04% 191
2020
Q4 		$454K Buy
+3,416
New +$431K 0.06% 172

Other funds holding IWY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 20% in Q2 2026, selling an estimated $98K and leaving 1,380 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #250.

McKinley Carter Wealth Services first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. The position peaked at $792K in Q4 2021. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • McKinley Carter Wealth Services held 1,380 shares of iShares Russell Top 200 Growth ETF worth $401K as of Q2 2026.
  • McKinley Carter Wealth Services sold 347 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $98K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #250 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • McKinley Carter Wealth Services's iShares Russell Top 200 Growth ETF position peaked at $792K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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