McKinley Carter Wealth Services’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
2,714
-250
| -8% | -$27K | 0.02% | 258 |
|
|
2025
Q1 | $285K | Buy |
2,964
+250
| +9% | +$24.1K | 0.02% | 260 |
|
|
2024
Q4 | $273K | Sell |
2,714
-112
| -4% | -$11.3K | 0.02% | 252 |
|
|
2024
Q3 | $280K | Hold |
2,826
| – | – | 0.02% | 264 |
|
|
2024
Q2 | $273K | Sell |
2,826
-322
| -10% | -$31.1K | 0.02% | 268 |
|
|
2024
Q1 | $281K | Hold |
3,148
| – | – | 0.02% | 265 |
|
|
2023
Q4 | $253K | Hold |
3,148
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $231K | Sell |
3,148
-48
| -2% | -$3.52K | 0.02% | 274 |
|
|
2023
Q2 | $243K | Sell |
3,196
-84
| -3% | -$6.39K | 0.02% | 273 |
|
|
2023
Q1 | $230K | Sell |
3,280
-92
| -3% | -$6.45K | 0.02% | 275 |
|
|
2022
Q4 | $216K | Sell |
3,372
-78
| -2% | -$5K | 0.02% | 276 |
|
|
2022
Q3 | $205K | Sell |
3,450
-142
| -4% | -$8.44K | 0.02% | 272 |
|
|
2022
Q2 | $230K | Buy |
3,592
+78
| +2% | +$4.99K | 0.02% | 271 |
|
|
2022
Q1 | $267K | Sell |
3,514
-156
| -4% | -$11.9K | 0.02% | 251 |
|
|
2021
Q4 | $286K | Hold |
3,670
| – | – | 0.02% | 245 |
|
|
2021
Q3 | $261K | Sell |
3,670
-839
| -19% | -$59.7K | 0.02% | 254 |
|
|
2021
Q2 | $320K | Sell |
4,509
-432
| -9% | -$30.7K | 0.03% | 233 |
|
|
2021
Q1 | $326K | Sell |
4,941
-227
| -4% | -$15K | 0.03% | 236 |
|
|
2020
Q4 | $325K | Buy |
+5,168
| New | +$325K | 0.04% | 201 |
|