iShares S&P 500 Value Index shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 143k | 206.51 |
| 2025-06-30 | $29M | 148k | 195.42 |
| 2025-03-31 | $29M | 154k | 190.58 |
| 2024-12-31 | $52M | 273k | 190.88 |
| 2024-09-30 | $56M | 285k | 197.17 |
| 2024-06-30 | $55M | 304k | 182.01 |
| 2024-03-31 | $88M | 472k | 186.81 |
| 2023-12-31 | $82M | 469k | 173.89 |
| 2023-09-30 | $93M | 604k | 153.84 |
| 2023-06-30 | $96M | 593k | 161.19 |
| 2023-03-31 | $74M | 484k | 151.76 |
| 2022-12-31 | $43M | 296k | 145.07 |
| 2022-09-30 | $38M | 299k | 128.52 |
| 2022-06-30 | $40M | 287k | 137.46 |
| 2022-03-31 | $45M | 286k | 155.72 |
| 2021-12-31 | $44M | 279k | 156.63 |
| 2021-09-30 | $38M | 264k | 145.42 |
| 2021-06-30 | $36M | 242k | 147.64 |
| 2021-03-31 | $22M | 152k | 141.24 |
| 2020-12-31 | $7.1M | 56k | 128.03 |
| 2020-09-30 | $5.2M | 47k | 112.46 |
| 2019-12-31 | $78k | 599 | 130.22 |
More positions owned by McKinley Carter Wealth Services
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