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iShares Russell Midcap Index Fund shares owned by McKinley Carter Wealth Services

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 27k 88.14
2024-06-30 $2.2M 27k 81.08
2024-03-31 $2.3M 27k 84.09
2023-12-31 $2.2M 28k 77.73
2023-09-30 $2.1M 31k 69.25
2023-06-30 $2.2M 31k 73.03
2023-03-31 $2.1M 31k 69.92
2022-12-31 $2.1M 31k 67.45
2022-09-30 $1.8M 29k 62.15
2022-06-30 $1.9M 30k 64.67
2022-03-31 $2.4M 31k 78.03
2021-12-31 $3.3M 40k 83.01
2021-09-30 $3.3M 42k 78.23
2021-06-30 $3.4M 43k 79.24
2021-03-31 $3.3M 44k 73.92
2020-12-31 $2.2M 33k 68.55
2020-09-30 $1.9M 33k 57.39
2020-06-30 $1.8M 33k 53.60
2020-03-31 $1.6M 38k 43.16
2019-12-31 $2.3M 39k 59.61
2019-09-30 $2.2M 39k 55.95
2019-06-30 $2.4M 42k 55.87
2019-03-31 $2.3M 42k 53.96
2018-12-31 $2.0M 42k 46.48
2018-09-30 $2.3M 11k 220.45
2018-06-30 $2.2M 11k 212.14
2018-03-31 $2.2M 11k 206.46
2017-12-31 $2.3M 11k 208.17
2017-09-30 $2.3M 12k 197.17
2017-06-30 $2.7M 14k 192.14
2017-03-31 $2.7M 15k 187.18
2016-12-31 $2.6M 15k 178.88
2016-09-30 $2.6M 15k 174.31
2016-06-30 $2.5M 15k 168.20
2016-03-31 $2.3M 14k 162.88
2015-12-31 $2.2M 14k 160.15
2015-09-30 $1.2M 7.9k 155.56
2015-06-30 $1.4M 7.9k 170.34
2015-03-31 $1.4M 7.9k 173.08
2014-12-31 $1.3M 8.0k 167.08

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 Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund