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iShares S&P 1500 Index Fund shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 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 S&P 1500 Index Fund by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 2.3k 115.32
2023-12-31 $277k 2.6k 105.24
2023-09-30 $248k 2.6k 94.20
2023-06-30 $280k 2.9k 97.85
2023-03-31 $239k 2.6k 90.56
2022-12-31 $233k 2.7k 84.79
2022-09-30 $230k 2.9k 79.39
2022-06-30 $243k 2.9k 83.88
2022-03-31 $292k 2.9k 100.79
2021-12-31 $391k 3.7k 106.92
2021-09-30 $454k 4.6k 98.37
2021-06-30 $529k 5.4k 98.73
2021-03-31 $524k 5.7k 91.54
2020-12-31 $701k 8.1k 86.20