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Brandywine Oak Private Wealth’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-3,018
Closed -$141K – 403
2018
Q4 		$141K Buy
+3,018
New +$155K 0.03% 233

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BW
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brandywine Oak Private Wealth's IHE Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2019, closing a stake of 3,018 shares — an estimated $141K sold.

Brandywine Oak Private Wealth first reported a position in IHE in Q4 2018 and held it in 1 quarter. The position peaked at $141K in Q4 2018. 91 funds tracked by Wall St. Rank hold IHE as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 3,018 iShares US Pharmaceuticals ETF shares in Q1 2019, an estimated $141K.
  • Brandywine Oak Private Wealth first reported a position in iShares US Pharmaceuticals ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares US Pharmaceuticals ETF position peaked at $141K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.