ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

McKinley Carter Wealth Services, Inc.'s Holding History (CIK: 0001484265)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 122,922 Value ($000) $26,068 Avg Close — Range —
Q3 2025
Shares 143,183 Value ($000) $29,569 Avg Close — Range —
Q2 2025
Shares 147,767 Value ($000) $28,877 Avg Close — Range —
Q1 2025
Shares 153,831 Value ($000) $29,317 Avg Close — Range —
Q4 2024
Shares 273,206 Value ($000) $52,150 Avg Close — Range —
Q3 2024
Shares 284,622 Value ($000) $56,119 Avg Close — Range —
Q2 2024
Shares 303,805 Value ($000) $55,295 Avg Close — Range —
Q1 2024
Shares 471,711 Value ($000) $88,120 Avg Close — Range —
Q4 2023
Shares 468,653 Value ($000) $81,494 Avg Close — Range —
Q3 2023
Shares 603,744 Value ($000) $92,880 Avg Close — Range —
Q2 2023
Shares 592,861 Value ($000) $95,563 Avg Close — Range —
Q1 2023
Shares 484,110 Value ($000) $73,469 Avg Close — Range —
Q4 2022
Shares 295,818 Value ($000) $42,914 Avg Close — Range —
Q3 2022
Shares 299,017 Value ($000) $38,430 Avg Close — Range —
Q2 2022
Shares 287,435 Value ($000) $39,511 Avg Close — Range —
Q1 2022
Shares 285,459 Value ($000) $44,452 Avg Close — Range —
Q4 2021
Shares 279,101 Value ($000) $43,716 Avg Close — Range —
Q3 2021
Shares 263,913 Value ($000) $38,378 Avg Close — Range —
Q2 2021
Shares 242,110 Value ($000) $35,745 Avg Close — Range —
Q1 2021
Shares 152,071 Value ($000) $21,478 Avg Close — Range —
Q4 2020
Shares 64,039 Value ($000) $8,199 Avg Close — Range —
Q3 2020
Shares 46,480 Value ($000) $5,227 Avg Close — Range —
Q4 2019
Shares 599 Value ($000) $78 Avg Close — Range —