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iShares Russell 1000 Growth Index shares owned by McKinley Carter Wealth Services

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 55k 375.38
2024-06-30 $20M 55k 364.51
2024-03-31 $19M 56k 337.05
2023-12-31 $17M 56k 303.17
2023-09-30 $16M 59k 265.99
2023-06-30 $17M 61k 275.18
2023-03-31 $15M 61k 244.33
2022-12-31 $13M 62k 214.24
2022-09-30 $13M 64k 210.40
2022-06-30 $15M 66k 218.71
2022-03-31 $19M 68k 277.63
2021-12-31 $21M 69k 305.59
2021-09-30 $20M 72k 274.04
2021-06-30 $20M 74k 271.48
2021-03-31 $19M 76k 243.04
2020-12-31 $10M 42k 241.14
2020-09-30 $9.0M 42k 216.88
2020-06-30 $8.1M 42k 191.94
2020-03-31 $6.3M 42k 150.64
2019-12-31 $6.9M 39k 175.91
2019-09-30 $6.8M 43k 159.63
2019-06-30 $6.6M 42k 157.35
2019-03-31 $6.4M 42k 151.35
2018-12-31 $5.5M 42k 130.90
2018-09-30 $6.7M 43k 155.98
2018-06-30 $6.2M 43k 143.80
2018-03-31 $5.9M 43k 136.09
2017-12-31 $5.9M 44k 134.69
2017-09-30 $5.5M 44k 125.07
2017-06-30 $5.5M 46k 119.03
2017-03-31 $5.3M 46k 113.80
2016-12-31 $5.0M 47k 104.90
2016-09-30 $4.9M 47k 104.16
2016-06-30 $4.8M 48k 100.36
2016-03-31 $4.8M 48k 99.78
2015-12-31 $4.5M 45k 99.48
2015-09-30 $4.2M 45k 93.00
2015-06-30 $4.7M 48k 99.02
2015-03-31 $5.3M 53k 98.92
2014-12-31 $5.2M 55k 95.60
2014-09-30 $3.2M 35k 91.64
2014-06-30 $3.2M 35k 90.92
2014-03-31 $3.1M 36k 86.54
2013-12-31 $3.8M 45k 85.96
2013-09-30 $4.0M 52k 78.21
2013-06-30 $3.9M 54k 72.74
2013-03-31 $4.3M 61k 71.36
2012-12-31 $6.1M 93k 65.49
2012-09-30 $8.6M 129k 66.70
2012-06-30 $8.3M 132k 63.19
2012-03-31 $9.1M 138k 66.03
2011-12-31 $7.2M 124k 57.79
2011-09-30 $6.5M 123k 52.58
2011-06-30 $6.9M 113k 60.88
2011-03-31 $5.2M 86k 60.47

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)

View all positions for McKinley Carter Wealth Services

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index