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McKinley Carter Wealth Services’s iShares US Technology ETF IYW Stock Holding History

McKinley Carter Wealth Services’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,080
Closed -$63K – 163
2019
Q4 		$63K Buy
+1,080
New +$58.7K 0.01% 175
2018
Q2 		– Sell
-1,080
Closed -$45K – 275
2018
Q1 		$45K Buy
+1,080
New +$46.5K 0.01% 271

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McKinley Carter Wealth Services's IYW Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 1,080 shares — an estimated $63K sold.

McKinley Carter Wealth Services first reported a position in IYW in Q1 2018 and held it in 2 quarters. The position peaked at $63K in Q4 2019. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,080 iShares US Technology ETF shares in Q1 2020, an estimated $63K.
  • McKinley Carter Wealth Services first reported a position in iShares US Technology ETF in Q1 2018 and held it in 2 quarters.
  • McKinley Carter Wealth Services's iShares US Technology ETF position peaked at $63K in Q4 2019.
  • 422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.