Buffington Mohr McNeal’s iShares US Healthcare ETF IYH Stock Holding History

Buffington Mohr McNeal’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,000	Closed	-$78K	–	226
2019 Q1	$78K	Buy	+2,000	New	+$76K	0.03%	163
2018 Q4	–	Sell	-6,000	Closed	-$243K	–	117
2018 Q3	$243K	Hold	6,000	–	–	0.08%	113
2018 Q2	$214K	Hold	6,000	–	–	0.08%	117
2018 Q1	$207K	Hold	6,000	–	–	0.08%	118
2017 Q4	$209K	Hold	6,000	–	–	0.08%	118
2017 Q3	$207K	Buy	+6,000	New	+$202K	0.08%	122

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buffington Mohr McNeal's IYH Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of iShares US Healthcare ETF (IYH) in Q2 2019, closing a stake of 2,000 shares — an estimated $78K sold.

Buffington Mohr McNeal first reported a position in IYH in Q3 2017 and held it in 6 quarters. The position peaked at $243K in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q2 2019.

Buffington Mohr McNeal reported no remaining iShares US Healthcare ETF position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 2,000 iShares US Healthcare ETF shares in Q2 2019, an estimated $78K.
Buffington Mohr McNeal first reported a position in iShares US Healthcare ETF in Q3 2017 and held it in 6 quarters.
Buffington Mohr McNeal's iShares US Healthcare ETF position peaked at $243K in Q3 2018.
289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.