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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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. 668 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.
  • 668 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.