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Altus Wealth Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Altus Wealth 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
2021
Q2 		– Sell
-327
Closed -$20K – 137
2021
Q1 		$20K Hold
327
– – 0.02% 140
2020
Q4 		$20K Buy
+327
New +$18.6K 0.02% 368

Other funds holding IHE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Altus Wealth Group's IHE Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2021, closing a stake of 327 shares — an estimated $20K sold.

Altus Wealth Group first reported a position in IHE in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 101 funds tracked by Wall St. Rank hold IHE as of Q2 2021.

  • Altus Wealth Group reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 327 iShares US Pharmaceuticals ETF shares in Q2 2021, an estimated $20K.
  • Altus Wealth Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's iShares US Pharmaceuticals ETF position peaked at $20K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.