Ishares Tr rus200 val idx shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 14k | 81.27 |
| 2024-06-30 | $1.1M | 14k | 74.82 |
| 2024-03-31 | $1.3M | 17k | 76.32 |
| 2023-12-31 | $1.2M | 17k | 70.17 |
| 2023-09-30 | $2.6M | 40k | 65.37 |
| 2023-06-30 | $2.7M | 40k | 67.44 |
| 2023-03-31 | $2.6M | 40k | 65.10 |
| 2022-12-31 | $3.1M | 48k | 64.97 |
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