McKinley Carter Wealth Services »

iShares Russell Midcap Growth Idx. shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 37k 114.14
2023-12-31 $4.0M 39k 104.46
2023-09-30 $3.8M 42k 91.35
2023-06-30 $4.1M 42k 96.63
2023-03-31 $4.1M 45k 91.05
2022-12-31 $3.9M 46k 83.60
2022-09-30 $4.2M 53k 78.43
2022-06-30 $4.5M 57k 79.23
2022-03-31 $8.3M 83k 100.50
2021-12-31 $11M 91k 115.22
2021-09-30 $13M 111k 112.07
2021-06-30 $13M 118k 113.20
2021-03-31 $16M 154k 102.06
2020-12-31 $17M 166k 102.65
2020-09-30 $13M 78k 172.86
2020-06-30 $13M 81k 158.13
2020-03-31 $11M 88k 121.58
2019-12-31 $3.2M 21k 152.59
2019-09-30 $2.5M 18k 141.34
2019-06-30 $2.0M 14k 142.58
2019-03-31 $1.8M 14k 135.71
2018-12-31 $1.5M 13k 113.71
2018-09-30 $1.7M 13k 135.58
2018-06-30 $1.6M 13k 126.70
2018-03-31 $1.6M 13k 122.98
2017-12-31 $1.4M 11k 120.62
2017-09-30 $1.4M 13k 113.15
2017-06-30 $1.4M 13k 108.06
2017-03-31 $1.3M 13k 103.79
2016-12-31 $1.1M 11k 97.40
2016-09-30 $955k 9.8k 97.36
2016-03-31 $382k 4.1k 92.25

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
Ameriprise Financial
UBS Group
Envestnet Asset Management
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.