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McKinley Carter Wealth Services’s iShares Global 100 ETF IOO Stock Holding History

McKinley Carter Wealth Services’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Sell
2,652
-62
-2% -$7.82K 0.02% 253
2025
Q4 		$344K Hold
2,714
– – 0.02% 264
2025
Q3 		$326K Hold
2,714
– – 0.02% 266
2025
Q2 		$293K Sell
2,714
-250
-8% -$24.8K 0.02% 261
2025
Q1 		$285K Buy
2,964
+250
+9% +$25.3K 0.02% 262
2024
Q4 		$273K Sell
2,714
-112
-4% -$11.2K 0.02% 253
2024
Q3 		$280K Hold
2,826
– – 0.02% 265
2024
Q2 		$273K Sell
2,826
-322
-10% -$29.5K 0.02% 269
2024
Q1 		$281K Hold
3,148
– – 0.02% 266
2023
Q4 		$253K Hold
3,148
– – 0.02% 268
2023
Q3 		$231K Sell
3,148
-48
-2% -$3.64K 0.02% 274
2023
Q2 		$243K Sell
3,196
-84
-3% -$6.13K 0.02% 273
2023
Q1 		$230K Sell
3,280
-92
-3% -$6.18K 0.02% 275
2022
Q4 		$216K Sell
3,372
-78
-2% -$5K 0.02% 276
2022
Q3 		$205K Sell
3,450
-142
-4% -$9.42K 0.02% 272
2022
Q2 		$230K Buy
3,592
+78
+2% +$5.41K 0.02% 271
2022
Q1 		$267K Sell
3,514
-156
-4% -$11.7K 0.02% 251
2021
Q4 		$286K Hold
3,670
– – 0.02% 245
2021
Q3 		$261K Sell
3,670
-839
-19% -$61.4K 0.02% 254
2021
Q2 		$320K Sell
4,509
-432
-9% -$30.1K 0.03% 233
2021
Q1 		$326K Sell
4,941
-227
-4% -$14.7K 0.03% 236
2020
Q4 		$325K Buy
+5,168
New +$307K 0.04% 201

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 IOO Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares Global 100 ETF (IOO) stake by 2.3% in Q1 2026, selling an estimated $7.82K and leaving 2,652 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #253.

McKinley Carter Wealth Services first reported a position in IOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $344K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • McKinley Carter Wealth Services held 2,652 shares of iShares Global 100 ETF worth $321K as of Q1 2026.
  • McKinley Carter Wealth Services sold 62 iShares Global 100 ETF shares in Q1 2026, an estimated $7.82K.
  • iShares Global 100 ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #253 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Global 100 ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares Global 100 ETF position peaked at $344K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.