McKinley Carter Wealth Services’s iShares Biotechnology ETF IBB Stock Holding History

McKinley Carter Wealth Services’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-240	Closed	-$29K	–	149
2019 Q4	$29K	Buy	+240	New	+$26.8K	0.01%	179
2018 Q2	–	Sell	-240	Closed	-$26K	–	265
2018 Q1	$26K	Buy	+240	New	+$26.6K	0.01%	309

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McKinley Carter Wealth Services's IBB Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of iShares Biotechnology ETF (IBB) in Q1 2020, closing a stake of 240 shares — an estimated $29K sold.

McKinley Carter Wealth Services first reported a position in IBB in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 666 funds tracked by Wall St. Rank hold IBB as of Q1 2020.

McKinley Carter Wealth Services reported no remaining iShares Biotechnology ETF position as of Q1 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 240 iShares Biotechnology ETF shares in Q1 2020, an estimated $29K.
McKinley Carter Wealth Services first reported a position in iShares Biotechnology ETF in Q1 2018 and held it in 2 quarters.
McKinley Carter Wealth Services's iShares Biotechnology ETF position peaked at $29K in Q4 2019.
666 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.