iShares S&P 1500 Index Fund shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 1.8k | 145.68 |
| 2025-06-30 | $254k | 1.9k | 135.06 |
| 2025-03-31 | $229k | 1.9k | 122.03 |
| 2024-12-31 | $246k | 1.9k | 128.64 |
| 2024-09-30 | $288k | 2.3k | 125.64 |
| 2024-06-30 | $272k | 2.3k | 118.80 |
| 2024-03-31 | $264k | 2.3k | 115.32 |
| 2023-12-31 | $277k | 2.6k | 105.24 |
| 2023-09-30 | $248k | 2.6k | 94.20 |
| 2023-06-30 | $280k | 2.9k | 97.85 |
| 2023-03-31 | $239k | 2.6k | 90.56 |
| 2022-12-31 | $233k | 2.7k | 84.79 |
| 2022-09-30 | $230k | 2.9k | 79.39 |
| 2022-06-30 | $243k | 2.9k | 83.88 |
| 2022-03-31 | $292k | 2.9k | 100.79 |
| 2021-12-31 | $391k | 3.7k | 106.92 |
| 2021-09-30 | $454k | 4.6k | 98.37 |
| 2021-06-30 | $529k | 5.4k | 98.73 |
| 2021-03-31 | $524k | 5.7k | 91.54 |
| 2020-12-31 | $701k | 8.1k | 86.20 |
More positions owned by McKinley Carter Wealth Services
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