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iShares S&P SmallCap 600 Growth shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth 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 S&P SmallCap 600 Growth by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 12k 139.49
2024-06-30 $1.6M 13k 128.43
2024-03-31 $1.7M 13k 130.73
2023-12-31 $1.7M 14k 125.14
2023-09-30 $1.8M 16k 109.68
2023-06-30 $2.0M 17k 114.93
2023-03-31 $2.0M 18k 109.94
2022-12-31 $2.0M 19k 108.07
2022-09-30 $2.1M 21k 101.68
2022-06-30 $2.5M 24k 105.32
2022-03-31 $3.5M 28k 125.10
2021-12-31 $4.4M 32k 138.80
2021-09-30 $4.7M 36k 130.04
2021-06-30 $5.0M 38k 132.65
2021-03-31 $5.8M 45k 128.24
2020-12-31 $240k 2.1k 113.96
2019-12-31 $603k 3.1k 193.39
2019-09-30 $574k 3.2k 178.37
2019-06-30 $787k 4.3k 182.43
2019-03-31 $770k 4.3k 178.49
2018-12-31 $696k 4.3k 161.34
2018-09-30 $870k 4.3k 201.67
2018-06-30 $815k 4.3k 188.96
2018-03-31 $625k 3.6k 174.00
2017-12-31 $417k 2.5k 170.20
2017-09-30 $355k 2.2k 164.35
2017-06-30 $337k 2.2k 156.02
2017-03-31 $318k 2.1k 153.25
2016-12-31 $234k 1.6k 150.19

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)

View all positions for McKinley Carter Wealth Services

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth