iShares S&P 500 Growth Index shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $822k | 8.6k | 95.75 |
| 2024-06-30 | $905k | 9.8k | 92.54 |
| 2024-03-31 | $761k | 9.0k | 84.44 |
| 2023-12-31 | $681k | 9.1k | 75.10 |
| 2023-09-30 | $739k | 11k | 68.42 |
| 2023-06-30 | $797k | 11k | 70.48 |
| 2023-03-31 | $705k | 11k | 63.89 |
| 2022-12-31 | $641k | 11k | 58.50 |
| 2022-09-30 | $635k | 11k | 57.84 |
| 2022-06-30 | $670k | 11k | 60.37 |
| 2022-03-31 | $1.0M | 14k | 76.36 |
| 2021-12-31 | $1.2M | 14k | 83.65 |
| 2021-09-30 | $1.1M | 14k | 73.88 |
| 2021-06-30 | $1.1M | 16k | 72.74 |
| 2021-03-31 | $963k | 15k | 65.09 |
| 2020-12-31 | $964k | 15k | 63.77 |
| 2019-12-31 | $120k | 622 | 192.93 |
| 2018-03-31 | $26k | 165 | 157.58 |
More positions owned by McKinley Carter Wealth Services
View all positions for McKinley Carter Wealth Services