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iShares S&P SmallCap 600 Index shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 136k 110.52
2023-12-31 $15M 137k 108.25
2023-09-30 $24M 257k 94.33
2023-06-30 $26M 262k 99.65
2023-03-31 $26M 271k 96.70
2022-12-31 $26M 275k 94.64
2022-09-30 $25M 284k 87.19
2022-06-30 $26M 278k 92.41
2022-03-31 $29M 267k 107.88
2021-12-31 $26M 230k 114.51
2021-09-30 $24M 223k 109.19
2021-06-30 $23M 200k 112.98
2021-03-31 $19M 174k 108.53
2020-12-31 $11M 119k 91.90
2020-09-30 $9.3M 132k 70.23
2020-06-30 $13M 189k 68.29
2020-03-31 $17M 308k 56.11
2019-12-31 $36M 429k 83.85
2019-09-30 $32M 417k 77.84
2019-06-30 $31M 391k 78.28
2019-03-31 $28M 362k 77.15
2018-12-31 $12M 179k 69.32
2018-09-30 $15M 171k 87.24
2018-06-30 $13M 150k 83.46
2018-03-31 $1.2M 15k 76.99
2017-12-31 $1.4M 19k 76.82
2017-09-30 $1.6M 21k 74.23
2017-06-30 $1.9M 27k 70.11
2017-03-31 $1.6M 23k 69.17
2016-12-31 $1.2M 8.8k 137.53
2016-09-30 $801k 6.4k 124.22
2016-06-30 $599k 5.2k 116.18
2016-03-31 $445k 4.0k 112.54
2015-12-31 $437k 4.0k 110.02
2015-09-30 $288k 2.7k 106.67
2015-06-30 $271k 2.3k 117.67
2015-03-31 $238k 2.0k 118.00
2014-09-30 $249k 2.4k 104.36
2014-06-30 $221k 2.0k 111.96
2013-12-31 $211k 1.9k 108.93

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index