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BerganKDV Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

BerganKDV Wealth Management’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-393
Closed -$20K – 719
2019
Q2 		$20K Buy
+393
New +$19.4K ﹤0.01% 427

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RCYC
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MCM
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Susquehanna International Group
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Bank of America
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SCP
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Commonwealth Equity Services
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BerganKDV Wealth Management's IHE Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2019, closing a stake of 393 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in IHE in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 82 funds tracked by Wall St. Rank hold IHE as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 393 iShares US Pharmaceuticals ETF shares in Q3 2019, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q2 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares US Pharmaceuticals ETF position peaked at $20K in Q2 2019.
  • 82 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.