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 |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $929K | Sell |
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|
2020
Q2 | $2.98M | Sell |
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|
2020
Q1 | $14.5M | Buy |
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|
2019
Q4 | $20M | Sell |
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|
2019
Q3 | $18.1M | Sell |
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|
2019
Q2 | $17.9M | Buy |
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|
2019
Q1 | $16.7M | Buy |
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|
2018
Q4 | $13.9M | Sell |
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|
2018
Q3 | $21M | Buy |
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|
2018
Q2 | $19.7M | Buy |
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|
2018
Q1 | $18.6M | Buy |
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|
2017
Q4 | $17.4M | Buy |
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|
2017
Q3 | $14.4M | Buy |
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|
2017
Q2 | $4.69M | Sell |
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|
2017
Q1 | $4.58M | Sell |
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|
2016
Q4 | $4.51M | Sell |
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|
2016
Q3 | $3.75M | Sell |
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|
2016
Q2 | $3.49M | Buy |
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|
2016
Q1 | $3.35M | Sell |
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|
2015
Q4 | $5.1M | Buy |
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|
2015
Q3 | $4.76M | Buy |
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|
2015
Q2 | $5.12M | Sell |
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|
2015
Q1 | $5.13M | Buy |
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|
2014
Q4 | $5.13M | Buy |
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|
2014
Q3 | $4.29M | Buy |
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|
2014
Q2 | $4.01M | Buy |
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|
2014
Q1 | $3.68M | Buy |
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