McKinley Carter Wealth Services, Inc. INMU — BLACKROCK ETF TRUST II

Ownership history in McKinley Carter Wealth Services, Inc.  ·  5 quarters on record

AI Ownership Summary

McKinley Carter Wealth Services, Inc. reported BLACKROCK ETF TRUST II (INMU) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows INMU at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McKinley Carter Wealth Services, Inc.'s position in BLACKROCK ETF TRUST II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INMU was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INMU stock page McKinley Carter Wealth Services, Inc. fund profile McKinley Carter Wealth Services, Inc. full holdings
How McKinley Carter Wealth Services, Inc. held INMU — position size vs. price
% of Fund (quarterly)    INMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 140,269 +5,215 +3.9% 0.19% $3.4M 2026-04-20 $24.01
2025 Q4 ADDED — — — 135,054 +3,164 +2.4% 0.18% $3.2M 2026-02-06 $24.06
2025 Q3 ADDED — — — 131,890 +55,282 +72.2% 0.17% $3.2M 2025-11-04 $23.60
2025 Q2 REDUCED 7.7% +3.0% ❌ 76,608 -6,405 -7.7% 0.10% $1.8M 2025-07-24 $22.62
2025 Q1 INITIATED — — — 83,013 — — 0.12% $2.0M 2025-04-15 $22.25

🏢 Other funds also holding INMU

As of 2026 Q1 — sorted by position size

Keystone Financial Group, Inc. 3.5% FORTE ASSET MANAGEMENT LLC 3Y 1.78% Arax Advisory Partners 3Y 7Y 1.46% Archer Investment Management, LLC 1.29% Paulson Wealth Management Inc. 3Y 7Y 1.29% Skyline Advisors, Inc. 1.03% Centerline Wealth Advisors, LLC 0.87% SAGESPRING WEALTH PARTNERS, LLC 0.82% Larson Financial Group LLC 3Y 7Y 0.76% Dynasty Wealth Management, LLC 3Y 7Y 0.69%

FAQ About McKinley Carter Wealth Services, Inc. and INMU

These are the practical questions this page is built to answer before you even open the full history table.

How long has McKinley Carter Wealth Services, Inc. reported owning INMU?

McKinley Carter Wealth Services, Inc. reported INMU across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported INMU position in McKinley Carter Wealth Services, Inc.'s portfolio?

The largest reported portfolio weight for INMU was 0.19% in 2026 Q1.

What is the latest reported INMU position on this page?

The most recent filing on this page is 2026 Q1, when McKinley Carter Wealth Services, Inc. reported 140,269 shares, equal to 0.19% of portfolio, with an estimated market value of $3.4M.

What does the chart on this INMU ownership page compare?

The chart compares McKinley Carter Wealth Services, Inc.'s quarterly INMU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did McKinley Carter Wealth Services, Inc. time their INMU position?

Based on 13F filing dates vs. subsequent INMU price moves, McKinley Carter Wealth Services, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on INMU relative to SPY over the holding period was -18.9%.

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