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
2025
Q3
$554K Hold
2025
Q2
$499K Sell
2025
Q1
$442K Sell
2024
Q4
$547K Hold
2024
Q3
$512K Sell
2024
Q2
$523K Hold
2024
Q1
$476K Sell
2023
Q4
$504K Hold
2023
Q3
$442K Buy
2023
Q2
$454K Hold
2023
Q1
$398K Hold
2022
Q4
$345K Buy
2022
Q3
$328K Sell
2022
Q2
$549K Sell
2022
Q1
$725K Hold
2021
Q4
$792K Buy
2021
Q3
$605K Buy
2021
Q2
$525K Sell
2021
Q1
$470K Buy
2020
Q4
$454K Buy