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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

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