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

BDO 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
2020 Q3	–	Sell	-45	Closed	-$2K	–	911
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	627
2020 Q1	$2K	Buy	+45	New	+$2.27K	﹤0.01%	675
2018 Q3	–	Sell	-420	Closed	-$21K	–	639
2018 Q2	$21K	Hold	420	–	–	0.01%	380
2018 Q1	$21K	Buy	+420	New	+$21.6K	0.01%	322
2017 Q3	–	Sell	-414	Closed	-$21K	–	490
2017 Q2	$21K	Buy	+414	New	+$20.9K	0.01%	302

Other funds holding IHE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

RJA

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

MCM

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

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

SPIA

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

BDO Wealth Advisors's IHE Position: Q3 2020 in Review

BDO Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2020, closing a stake of 45 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in IHE in Q2 2017 and held it in 5 quarters. The position peaked at $21K in Q2 2018. 94 funds tracked by Wall St. Rank hold IHE as of Q3 2020.

BDO Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2020 after selling out during the quarter.
BDO Wealth Advisors sold 45 iShares US Pharmaceuticals ETF shares in Q3 2020, an estimated $2K.
BDO Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2017 and held it in 5 quarters.
BDO Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $21K in Q2 2018.
94 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.