McKinley Carter Wealth Services’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.5M | Sell |
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|
2025
Q2 | $9.68M | Buy |
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|
2025
Q1 | $5.05M | Buy |
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|
2024
Q4 | $5.32M | Sell |
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|
2024
Q3 | $5.1M | Sell |
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|
2024
Q2 | $5.02M | Sell |
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|
2024
Q1 | $4.88M | Sell |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $3.98M | Sell |
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|
2023
Q2 | $4.13M | Buy |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $3.66M | Buy |
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