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iShares Russell 1000 Index shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $64M 224k 288.03
2023-12-31 $58M 221k 262.26
2023-09-30 $53M 225k 234.91
2023-06-30 $56M 230k 243.74
2023-03-31 $52M 230k 225.23
2022-12-31 $48M 228k 210.52
2022-09-30 $46M 233k 197.33
2022-06-30 $49M 234k 207.76
2022-03-31 $59M 237k 250.07
2021-12-31 $63M 239k 264.43
2021-09-30 $57M 236k 241.71
2021-06-30 $58M 241k 242.08
2021-03-31 $55M 245k 223.83
2020-12-31 $46M 215k 211.84
2020-09-30 $52M 275k 187.15
2020-06-30 $60M 350k 171.68
2020-03-31 $69M 484k 141.53
2019-12-31 $78M 435k 178.42
2019-09-30 $69M 420k 164.54
2019-06-30 $66M 402k 162.79
2019-03-31 $64M 404k 157.31
2018-12-31 $59M 423k 138.69
2018-09-30 $46M 287k 161.71
2018-06-30 $43M 285k 151.98
2018-03-31 $45M 306k 146.86
2017-12-31 $44M 296k 148.61
2017-09-30 $32M 228k 139.88
2017-06-30 $23M 167k 135.27
2017-03-31 $21M 163k 131.25
2016-12-31 $20M 160k 124.46
2016-09-30 $19M 157k 120.46
2016-06-30 $18M 158k 116.89
2016-03-31 $19M 162k 114.07
2015-12-31 $16M 137k 113.31
2015-09-30 $15M 139k 107.05
2015-06-30 $14M 119k 116.04
2015-03-31 $14M 117k 115.85
2014-12-31 $15M 131k 114.63
2014-09-30 $6.0M 55k 109.86
2014-06-30 $1.4M 13k 110.09
2014-03-31 $1.2M 12k 104.75
2013-12-31 $1.5M 14k 103.15
2013-09-30 $2.2M 23k 94.17
2013-06-30 $1.5M 16k 89.96
2013-03-31 $1.7M 19k 87.19
2012-12-31 $2.4M 30k 79.16
2012-09-30 $6.7M 85k 79.48
2012-06-30 $7.7M 103k 74.78
2012-03-31 $284k 3.6k 77.87
2011-12-31 $1.2M 17k 69.39
2011-09-30 $1.0M 17k 62.55
2011-06-30 $1.1M 15k 73.89
2011-03-31 $1.2M 16k 73.88
2010-12-31 $1.1M 16k 69.84

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

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index