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iShares Morningstar Large Growth shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large 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 Morningstar Large Growth by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $46M 444k 104.30
2025-06-30 $45M 461k 96.90
2025-03-31 $37M 459k 80.99

More positions owned by McKinley Carter Wealth Services

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Select Sector Spdr Tr Technology (XLK)

View all positions for McKinley Carter Wealth Services

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
McKinley Carter Wealth Services
AdvisorShares Investments
H D Vest Advisory Services
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth