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Ishares Tr rus200 val idx shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx 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 Tr rus200 val idx by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 17k 76.32
2023-12-31 $1.2M 17k 70.17
2023-09-30 $2.6M 40k 65.37
2023-06-30 $2.7M 40k 67.44
2023-03-31 $2.6M 40k 65.10
2022-12-31 $3.1M 48k 64.97

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 Tr rus200 val idx

Tiaa Trust, National Association
First Citizens Bank & Trust
Envestnet Portfolio Solutions
AE Wealth Management
First Citizens Asset Management
Pegasus Partners
Branch Banking & Trust Company
UBS Group
Compton Wealth Advisory Group
Bp Wealth Management
Commonwealth Equity Services
Jpmorgan Chase & Co
9258 Wealth Management
Bank of America Corporation
Simplicity Wealth

View all funds holding Ishares Tr rus200 val idx