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Advisor Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Advisor Group’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
Q4 		$309K Sell
5,784
-732
-11% -$36.1K ﹤0.01% 2035
2019
Q3 		$304K Sell
6,516
-780
-11% -$37.4K ﹤0.01% 2000
2019
Q2 		$366K Sell
7,296
-444
-6% -$21.9K ﹤0.01% 1838
2019
Q1 		$397K Buy
7,740
+786
+11% +$39.1K ﹤0.01% 1754
2018
Q4 		$326K Buy
6,954
+480
+7% +$24.6K ﹤0.01% 1714
2018
Q3 		$362K Buy
6,474
+1,734
+37% +$94.8K ﹤0.01% 1710
2018
Q2 		$239K Sell
4,740
-1,251
-21% -$62K ﹤0.01% 1841
2018
Q1 		$295K Hold
5,991
– – ﹤0.01% 1699
2017
Q4 		$309K Buy
5,991
+1,473
+33% +$75.7K ﹤0.01% 1675
2017
Q3 		$236K Sell
4,518
-321
-7% -$16.5K ﹤0.01% 1728
2017
Q2 		$250K Sell
4,839
-1,074
-18% -$54.3K ﹤0.01% 1622
2017
Q1 		$297K Buy
5,913
+2,463
+71% +$122K 0.01% 1390
2016
Q4 		$163K Sell
3,450
-18,144
-84% -$861K ﹤0.01% 1707
2016
Q3 		$1.07M Sell
21,594
-1,290
-6% -$65.4K 0.03% 611
2016
Q2 		$1.1M Buy
+22,884
New +$1.09M 0.03% 579

Other funds holding IHE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's IHE Position: Q4 2019 in Review

Advisor Group reduced its iShares US Pharmaceuticals ETF (IHE) stake by 11% in Q4 2019, selling an estimated $36.1K and leaving 5,784 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Advisor Group first reported a position in IHE in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.1M in Q2 2016. 95 funds tracked by Wall St. Rank hold IHE as of Q4 2019.

  • Advisor Group held 5,784 shares of iShares US Pharmaceuticals ETF worth $309K as of Q4 2019.
  • Advisor Group sold 732 iShares US Pharmaceuticals ETF shares in Q4 2019, an estimated $36.1K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2035 holding.
  • Advisor Group first reported a position in iShares US Pharmaceuticals ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Pharmaceuticals ETF position peaked at $1.1M in Q2 2016.
  • 95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.