Arkadios Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-1,422	Closed	-$86K	–	1148
2021 Q3	$86K	Sell	1,422 -99	-7%	-$6.29K	0.01%	722
2021 Q2	$94K	Buy	1,521 +3	+0.2%	+$182	0.01%	735
2021 Q1	$89K	Buy	1,518 +6	+0.4%	+$362	0.01%	559
2020 Q4	$90K	Buy	1,512 +108	+8%	+$6.16K	0.02%	455
2020 Q3	$79.4K	Buy	1,404 +3	+0.2%	+$162	0.04%	329
2020 Q2	$73.5K	Hold	1,401	–	–	0.04%	311
2020 Q1	$62.8K	Buy	1,401 +6	+0.4%	+$303	0.04%	304
2019 Q4	$74.9K	Buy	+1,395	New	+$68.8K	0.04%	269

Other funds holding IHE

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's IHE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2021, closing a stake of 1,422 shares — an estimated $86K sold.

Arkadios Wealth Advisors first reported a position in IHE in Q4 2019 and held it in 8 quarters. The position peaked at $94K in Q2 2021. 112 funds tracked by Wall St. Rank hold IHE as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,422 iShares US Pharmaceuticals ETF shares in Q4 2021, an estimated $86K.
Arkadios Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $94K in Q2 2021.
112 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.