McKinley Carter Wealth Services’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,576
| Closed | -$215K | – | 294 |
|
|
2022
Q1 | $215K | Sell |
3,576
-885
| -20% | -$55.8K | 0.02% | 276 |
|
|
2021
Q4 | $287K | Sell |
4,461
-84
| -2% | -$5.48K | 0.02% | 244 |
|
|
2021
Q3 | $285K | Sell |
4,545
-597
| -12% | -$37.5K | 0.02% | 243 |
|
|
2021
Q2 | $317K | Sell |
5,142
-4,407
| -46% | -$269K | 0.03% | 236 |
|
|
2021
Q1 | $546K | Sell |
9,549
-23,892
| -71% | -$1.29M | 0.05% | 179 |
|
|
2020
Q4 | $1.67M | Buy |
33,441
+10,593
| +46% | +$478K | 0.22% | 98 |
|
|
2020
Q3 | $929K | Sell |
22,848
-52,044
| -69% | -$2.15M | 0.21% | 76 |
|
|
2020
Q2 | $2.98M | Sell |
74,892
-349,779
| -82% | -$13.4M | 0.73% | 41 |
|
|
2020
Q1 | $14.5M | Buy |
424,671
+29,349
| +7% | +$1.34M | 4.35% | 4 |
|
|
2019
Q4 | $20M | Sell |
395,322
-1,722
| -0.4% | -$82.7K | 4.68% | 4 |
|
|
2019
Q3 | $18.1M | Sell |
397,044
-4,332
| -1% | -$195K | 4.62% | 4 |
|
|
2019
Q2 | $17.9M | Buy |
401,376
+915
| +0.2% | +$40.1K | 4.82% | 3 |
|
|
2019
Q1 | $16.7M | Buy |
400,461
+28,029
| +8% | +$1.16M | 4.68% | 3 |
|
|
2018
Q4 | $13.9M | Sell |
372,432
-101,286
| -21% | -$4.18M | 4.6% | 2 |
|
|
2018
Q3 | $21M | Buy |
473,718
+17,853
| +4% | +$808K | 6.24% | 2 |
|
|
2018
Q2 | $19.7M | Buy |
455,865
+30,462
| +7% | +$1.35M | 6.34% | 2 |
|
|
2018
Q1 | $18.6M | Buy |
425,403
+25,608
| +6% | +$1.16M | 6.07% | 2 |
|
|
2017
Q4 | $17.4M | Buy |
399,795
+39,948
| +11% | +$1.67M | 5.98% | 2 |
|
|
2017
Q3 | $14.4M | Buy |
359,847
+235,815
| +190% | +$9.03M | 5.52% | 2 |
|
|
2017
Q2 | $4.69M | Sell |
124,032
-1,905
| -2% | -$69.3K | 2.07% | 10 |
|
|
2017
Q1 | $4.58M | Sell |
125,937
-1,350
| -1% | -$49.5K | 2.13% | 9 |
|
|
2016
Q4 | $4.51M | Sell |
127,287
-909
| -0.7% | -$29.6K | 2.28% | 8 |
|
|
2016
Q3 | $3.75M | Sell |
128,196
-1,635
| -1% | -$47.1K | 1.93% | 10 |
|
|
2016
Q2 | $3.49M | Buy |
129,831
+5,985
| +5% | +$167K | 1.82% | 10 |
|
|
2016
Q1 | $3.35M | Sell |
123,846
-46,161
| -27% | -$1.22M | 1.86% | 8 |
|
|
2015
Q4 | $5.1M | Buy |
170,007
+2,943
| +2% | +$89.3K | 2.92% | 5 |
|
|
2015
Q3 | $4.76M | Buy |
167,064
+3,675
| +2% | +$113K | 2.96% | 4 |
|
|
2015
Q2 | $5.12M | Sell |
163,389
-8,748
| -5% | -$272K | 2.78% | 5 |
|
|
2015
Q1 | $5.13M | Buy |
172,137
+4,443
| +3% | +$132K | 3.31% | 5 |
|
|
2014
Q4 | $5.13M | Buy |
167,694
+18,288
| +12% | +$539K | 4.02% | 4 |
|
|
2014
Q3 | $4.29M | Buy |
149,406
+6,885
| +5% | +$195K | 4.07% | 6 |
|
|
2014
Q2 | $4.01M | Buy |
142,521
+12,321
| +9% | +$338K | 4.23% | 5 |
|
|
2014
Q1 | $3.68M | Buy |
+130,200
| New | +$3.61M | 4.01% | 4 |
|
Other funds holding IYG
RIG
RJA
McKinley Carter Wealth Services's IYG Position: Q2 2022 in Review
McKinley Carter Wealth Services sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 3,576 shares — an estimated $215K sold.
McKinley Carter Wealth Services first reported a position in IYG in Q1 2014 and held it in 33 quarters. The position peaked at $21M in Q3 2018. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.
- McKinley Carter Wealth Services reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
- McKinley Carter Wealth Services sold 3,576 iShares US Financial Services ETF shares in Q2 2022, an estimated $215K.
- McKinley Carter Wealth Services first reported a position in iShares US Financial Services ETF in Q1 2014 and held it in 33 quarters.
- McKinley Carter Wealth Services's iShares US Financial Services ETF position peaked at $21M in Q3 2018.
- 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.