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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
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