KWMG LLC’s iShares US Pharmaceuticals ETF IHE Stock Holding History

KWMG LLC’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 Q2	–	Sell	-363	Closed	-$19K	–	262
2019 Q1	$19K	Hold	363	–	–	﹤0.01%	231
2018 Q4	$17K	Hold	363	–	–	﹤0.01%	237
2018 Q3	$20K	Hold	363	–	–	0.01%	228
2018 Q2	$18K	Buy	+363	New	+$18K	﹤0.01%	230

Other funds holding IHE

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

KWMG LLC's IHE Position: Q2 2019 in Review

KWMG LLC sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2019, closing a stake of 363 shares — an estimated $19K sold.

KWMG LLC first reported a position in IHE in Q2 2018 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 87 funds tracked by Wall St. Rank hold IHE as of Q2 2019.

KWMG LLC reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 363 iShares US Pharmaceuticals ETF shares in Q2 2019, an estimated $19K.
KWMG LLC first reported a position in iShares US Pharmaceuticals ETF in Q2 2018 and held it in 4 quarters.
KWMG LLC's iShares US Pharmaceuticals ETF position peaked at $20K in Q3 2018.
87 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.