Carson Wealth (CWM LLC)
IEHS

Carson Wealth (CWM LLC)’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-177
Closed -$5K – 3363
2018
Q4 		$5K Buy
+177
New +$4.97K ﹤0.01% 1562

Other funds holding IEHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IEHS Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q1 2019, closing a stake of 177 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in IEHS in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 4 funds tracked by Wall St. Rank hold IEHS as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 177 iShares Evolved U.S. Healthcare Staples ETF shares in Q1 2019, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares Evolved U.S. Healthcare Staples ETF position peaked at $5K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.