Advanced Asset Management Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Advanced Asset Management Advisors’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
2023 Q1	–	Sell	-882	Closed	-$54.7K	–	159
2022 Q4	$54.7K	Buy	+882	New	+$53.1K	0.01%	97
2020 Q4	–	Sell	-771	Closed	-$42K	–	101
2020 Q3	$42K	Hold	771	–	–	0.01%	83
2020 Q2	$40K	Sell	771 -45	-6%	-$2.26K	0.01%	83
2020 Q1	$37K	Sell	816 -201	-20%	-$10.1K	0.01%	102
2019 Q4	$54K	Buy	+1,017	New	+$50.1K	0.02%	103

Other funds holding IHE

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advanced Asset Management Advisors's IHE Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2023, closing a stake of 882 shares — an estimated $54.7K sold.

Advanced Asset Management Advisors first reported a position in IHE in Q4 2019 and held it in 5 quarters. The position peaked at $54.7K in Q4 2022. 127 funds tracked by Wall St. Rank hold IHE as of Q1 2023.

Advanced Asset Management Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 882 iShares US Pharmaceuticals ETF shares in Q1 2023, an estimated $54.7K.
Advanced Asset Management Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and held it in 5 quarters.
Advanced Asset Management Advisors's iShares US Pharmaceuticals ETF position peaked at $54.7K in Q4 2022.
127 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.