Karp Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Karp Capital Management’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 Q1	–	Sell	-1,595	Closed	-$58K	–	250
2018 Q4	$58K	Buy	+1,595	New	+$61.1K	0.03%	132
2015 Q4	–	Sell	-5,955	Closed	-$167K	–	191
2015 Q3	$167K	Hold	5,955	–	–	0.11%	97
2015 Q2	$189K	Hold	5,955	–	–	0.13%	98
2015 Q1	$184K	Hold	5,955	–	–	0.12%	101
2014 Q4	$172K	Buy	+5,955	New	+$168K	0.13%	109

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

Karp Capital Management's IYH Position: Q1 2019 in Review

Karp Capital Management sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 1,595 shares — an estimated $58K sold.

Karp Capital Management first reported a position in IYH in Q4 2014 and held it in 5 quarters. The position peaked at $189K in Q2 2015. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

Karp Capital Management reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 1,595 iShares US Healthcare ETF shares in Q1 2019, an estimated $58K.
Karp Capital Management first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 5 quarters.
Karp Capital Management's iShares US Healthcare ETF position peaked at $189K in Q2 2015.
293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.