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

ARS 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
2019
Q3 		– Sell
-6,933
Closed -$349K – 109
2019
Q2 		$349K Sell
6,933
-50,625
-88% -$2.5M 0.11% 80
2019
Q1 		$2.95M Sell
57,558
-4,626
-7% -$230K 0.94% 18
2018
Q4 		$2.92M Sell
62,184
-9,237
-13% -$474K 1.07% 18
2018
Q3 		$4M Sell
71,421
-12,927
-15% -$706K 1.34% 14
2018
Q2 		$4.26M Sell
84,348
-62,283
-42% -$3.09M 1.53% 13
2018
Q1 		$7.21M Sell
146,631
-49,077
-25% -$2.52M 2.69% 9
2017
Q4 		$10.1M Sell
195,708
-32,307
-14% -$1.66M 3.74% 6
2017
Q3 		$11.9M Sell
228,015
-13,608
-6% -$699K 4.62% 5
2017
Q2 		$12.5M Sell
241,623
-20,952
-8% -$1.06M 5.05% 5
2017
Q1 		$13.2M Sell
262,575
-39,339
-13% -$1.95M 5.65% 4
2016
Q4 		$14.2M Sell
301,914
-1,536
-0.5% -$72.9K 6.38% 5
2016
Q3 		$15.1M Sell
303,450
-6,066
-2% -$308K 6.4% 4
2016
Q2 		$14.9M Buy
309,516
+1,875
+0.6% +$89.2K 6.33% 5
2016
Q1 		$14M Sell
307,641
-3,327
-1% -$156K 6.59% 5
2015
Q4 		$16.8M Buy
310,968
+429
+0.1% +$22.6K 8.63% 4
2015
Q3 		$15.3M Sell
310,539
-9,348
-3% -$536K 7.76% 4
2015
Q2 		$18.6M Sell
319,887
-65,265
-17% -$3.81M 8.26% 4
2015
Q1 		$22.1M Buy
385,152
+23,898
+7% +$1.31M 9.56% 3
2014
Q4 		$18.2M Buy
361,254
+25,968
+8% +$1.27M 7.89% 4
2014
Q3 		$15.7M Buy
335,286
+33,156
+11% +$1.5M 7.31% 4
2014
Q2 		$13.6M Buy
302,130
+21,618
+8% +$930K 6.63% 5
2014
Q1 		$11.8M Buy
280,512
+18,369
+7% +$770K 7.1% 4
2013
Q4 		$10.3M Buy
+262,143
New +$9.8M 6.36% 5

Other funds holding IHE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Murphy Capital Management
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARS Wealth Advisors's IHE Position: Q3 2019 in Review

ARS Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2019, closing a stake of 6,933 shares — an estimated $349K sold.

ARS Wealth Advisors first reported a position in IHE in Q4 2013 and held it in 23 quarters. The position peaked at $22.1M in Q1 2015. 82 funds tracked by Wall St. Rank hold IHE as of Q3 2019.

  • ARS Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2019 after selling out during the quarter.
  • ARS Wealth Advisors sold 6,933 iShares US Pharmaceuticals ETF shares in Q3 2019, an estimated $349K.
  • ARS Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2013 and held it in 23 quarters.
  • ARS Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $22.1M in Q1 2015.
  • 82 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2019.

Based on ARS Wealth Advisors's 13F filing for Q3 2019, filed 11 Jun 2021.