Angeles Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Angeles Wealth Management’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
2024 Q1	–	Sell	-1,950	Closed	-$121K	–	302
2023 Q4	$121K	Hold	1,950	–	–	0.01%	211
2023 Q3	$115K	Hold	1,950	–	–	0.02%	183
2023 Q2	$116K	Hold	1,950	–	–	0.02%	188
2023 Q1	$114K	Hold	1,950	–	–	0.02%	179
2022 Q4	$121K	Hold	1,950	–	–	0.02%	179
2022 Q3	$110K	Hold	1,950	–	–	0.02%	182
2022 Q2	$125K	Hold	1,950	–	–	0.03%	171
2022 Q1	$126K	Buy	+1,950	New	+$124K	0.02%	172

Other funds holding IHE

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

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

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

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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

CIC

Concord Investment Counsel Irvine, California $297M AUM

Angeles Wealth Management's IHE Position: Q1 2024 in Review

Angeles Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2024, closing a stake of 1,950 shares — an estimated $121K sold.

Angeles Wealth Management first reported a position in IHE in Q1 2022 and held it in 8 quarters. The position peaked at $126K in Q1 2022. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

Angeles Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
Angeles Wealth Management sold 1,950 iShares US Pharmaceuticals ETF shares in Q1 2024, an estimated $121K.
Angeles Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and held it in 8 quarters.
Angeles Wealth Management's iShares US Pharmaceuticals ETF position peaked at $126K in Q1 2022.
143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on Angeles Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.