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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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