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iShares Russell 2000 Index shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 35k 210.30
2023-12-31 $7.2M 36k 200.71
2023-09-30 $7.0M 40k 176.74
2023-06-30 $7.5M 40k 187.27
2023-03-31 $7.3M 41k 178.40
2022-12-31 $7.4M 43k 174.36
2022-09-30 $7.3M 44k 164.92
2022-06-30 $7.6M 45k 169.37
2022-03-31 $9.4M 46k 205.26
2021-12-31 $12M 54k 222.44
2021-09-30 $11M 50k 218.73
2021-06-30 $12M 51k 229.37
2021-03-31 $11M 51k 220.94
2020-12-31 $8.8M 45k 196.06
2020-09-30 $7.1M 47k 149.79
2020-06-30 $7.7M 54k 143.17
2020-03-31 $8.0M 70k 114.45
2019-12-31 $5.8M 35k 165.68
2019-09-30 $5.2M 35k 151.35
2019-06-30 $5.4M 35k 155.49
2019-03-31 $5.4M 36k 153.10
2018-12-31 $4.7M 35k 133.90
2018-09-30 $2.4M 15k 168.56
2018-06-30 $2.4M 14k 163.76
2018-03-31 $2.2M 15k 151.82
2017-12-31 $2.4M 16k 152.48
2017-09-30 $2.3M 15k 148.15
2017-06-30 $2.2M 16k 140.92
2017-03-31 $2.1M 16k 137.51
2016-12-31 $2.1M 15k 134.87
2016-09-30 $1.9M 15k 124.19
2016-06-30 $1.8M 16k 114.98
2016-03-31 $1.5M 14k 110.60
2015-12-31 $1.8M 16k 112.62
2015-09-30 $1.5M 14k 109.18
2015-06-30 $1.8M 14k 124.87
2015-03-31 $1.7M 14k 124.37
2014-12-31 $1.7M 14k 119.64
2014-09-30 $441k 4.0k 109.32
2014-06-30 $479k 4.0k 118.77
2014-03-31 $469k 4.0k 116.32
2013-12-31 $484k 4.2k 115.40
2013-09-30 $551k 5.2k 106.54
2013-06-30 $458k 4.7k 97.01
2013-03-31 $453k 4.8k 94.49
2012-12-31 $552k 6.5k 84.35
2012-09-30 $417k 8.6k 48.74
2012-06-30 $776k 9.7k 80.24
2012-03-31 $544k 6.6k 82.76
2011-12-31 $922k 13k 73.75
2011-09-30 $991k 15k 64.32
2011-06-30 $3.6M 43k 82.80
2011-03-31 $3.0M 35k 84.17
2010-12-31 $1.1M 14k 78.24

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 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index