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iShares S&P 100 Index shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 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 S&P 100 Index by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 18k 276.77
2024-06-30 $5.0M 19k 264.29
2024-03-31 $4.9M 20k 247.41
2023-12-31 $4.8M 22k 223.39
2023-09-30 $4.0M 20k 200.64
2023-06-30 $4.1M 20k 207.06
2023-03-31 $3.7M 20k 187.04
2022-12-31 $3.7M 21k 170.57

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 S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index