McKinley Carter Wealth Services »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 32k 332.84
2025-06-30 $9.7M 32k 304.35
2025-03-31 $5.1M 19k 270.83
2024-12-31 $5.3M 18k 288.85
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