iShares S&P 500 Index shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $104M | 180k | 576.82 |
| 2024-06-30 | $97M | 178k | 547.23 |
| 2024-03-31 | $91M | 174k | 525.73 |
| 2023-12-31 | $80M | 167k | 477.63 |
| 2023-09-30 | $71M | 164k | 429.43 |
| 2023-06-30 | $71M | 160k | 445.71 |
| 2023-03-31 | $64M | 155k | 411.08 |
| 2022-12-31 | $46M | 119k | 384.21 |
| 2022-09-30 | $42M | 118k | 358.65 |
| 2022-06-30 | $40M | 107k | 379.15 |
| 2022-03-31 | $47M | 104k | 453.69 |
| 2021-12-31 | $47M | 98k | 476.99 |
| 2021-09-30 | $37M | 87k | 430.82 |
| 2021-06-30 | $35M | 81k | 429.92 |
| 2021-03-31 | $32M | 79k | 397.82 |
| 2020-12-31 | $24M | 65k | 375.39 |
| 2020-09-30 | $21M | 63k | 336.05 |
| 2020-06-30 | $24M | 76k | 309.69 |
| 2020-03-31 | $19M | 74k | 258.41 |
| 2019-12-31 | $24M | 75k | 323.25 |
| 2019-09-30 | $21M | 71k | 298.52 |
| 2019-06-30 | $16M | 53k | 294.76 |
| 2019-03-31 | $15M | 53k | 284.57 |
| 2018-12-31 | $13M | 52k | 251.60 |
| 2018-09-30 | $15M | 50k | 292.73 |
| 2018-06-30 | $13M | 49k | 273.04 |
| 2018-03-31 | $9.7M | 37k | 265.38 |
| 2017-12-31 | $11M | 40k | 268.84 |
| 2017-09-30 | $11M | 45k | 252.93 |
| 2017-06-30 | $10M | 42k | 243.40 |
| 2017-03-31 | $8.4M | 36k | 237.27 |
| 2016-12-31 | $5.4M | 24k | 225.00 |
| 2016-09-30 | $4.6M | 21k | 217.54 |
| 2016-06-30 | $4.2M | 20k | 210.48 |
| 2016-03-31 | $3.0M | 14k | 206.65 |
| 2015-12-31 | $3.2M | 16k | 204.89 |
| 2015-09-30 | $2.3M | 12k | 192.73 |
| 2015-06-30 | $2.2M | 11k | 207.21 |
| 2015-03-31 | $2.1M | 10k | 207.87 |
| 2014-12-31 | $1.8M | 8.5k | 206.92 |
| 2014-09-30 | $400k | 2.0k | 198.41 |
| 2014-06-30 | $312k | 1.6k | 196.85 |
| 2014-03-31 | $275k | 1.5k | 188.36 |
| 2013-12-31 | $299k | 1.6k | 185.71 |
| 2013-09-30 | $272k | 1.6k | 168.94 |
| 2013-06-30 | $235k | 1.5k | 160.96 |
| 2011-06-30 | $319k | 2.4k | 132.53 |
More positions owned by McKinley Carter Wealth Services
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