Advisory Alpha’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-1,089	Closed	-$61K	–	342
2020 Q3	$61K	Buy	+1,089	New	+$58.7K	0.01%	189
2020 Q2	–	Sell	-2,088	Closed	-$104K	–	326
2020 Q1	$104K	Buy	2,088 +1,008	+93%	+$50.8K	0.03%	141
2019 Q4	$57.7K	Sell	1,080 -585	-35%	-$28.8K	0.01%	260
2019 Q3	$76.6K	Buy	+1,665	New	+$79.7K	0.02%	199
2019 Q2	–	Sell	-1,080	Closed	-$53.8K	–	359
2019 Q1	$53.8K	Buy	+1,080	New	+$53.7K	0.02%	226

Other funds holding IHE

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MCM

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Advisory Alpha's IHE Position: Q4 2020 in Review

Advisory Alpha sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2020, closing a stake of 1,089 shares — an estimated $61K sold.

Advisory Alpha first reported a position in IHE in Q1 2019 and held it in 5 quarters. The position peaked at $104K in Q1 2020. 99 funds tracked by Wall St. Rank hold IHE as of Q4 2020.

Advisory Alpha reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 1,089 iShares US Pharmaceuticals ETF shares in Q4 2020, an estimated $61K.
Advisory Alpha first reported a position in iShares US Pharmaceuticals ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's iShares US Pharmaceuticals ETF position peaked at $104K in Q1 2020.
99 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.