Bedel Financial Consulting’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-1,275	Closed	-$83K	–	503
2022 Q1	$83K	Hold	1,275	–	–	0.03%	304
2021 Q4	$85K	Hold	1,275	–	–	0.03%	307
2021 Q3	$78K	Hold	1,275	–	–	0.03%	314
2021 Q2	$79K	Hold	1,275	–	–	0.03%	312
2021 Q1	$76K	Hold	1,275	–	–	0.03%	304
2020 Q4	$76K	Hold	1,275	–	–	0.03%	263
2020 Q3	$70K	Hold	1,275	–	–	0.04%	258
2020 Q2	$65K	Hold	1,275	–	–	0.04%	252
2020 Q1	$57K	Hold	1,275	–	–	0.04%	249
2019 Q4	$68K	Hold	1,275	–	–	0.04%	253
2019 Q3	$59K	Hold	1,275	–	–	0.04%	263
2019 Q2	$64K	Hold	1,275	–	–	0.04%	251
2019 Q1	$65K	Hold	1,275	–	–	0.04%	237
2018 Q4	$60K	Hold	1,275	–	–	0.04%	230
2018 Q3	$68K	Hold	1,275	–	–	0.05%	238
2018 Q2	$64K	Hold	1,275	–	–	0.05%	241
2018 Q1	$63K	Buy	+1,275	New	+$65.4K	0.05%	240

Other funds holding IHE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

RJA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bedel Financial Consulting's IHE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2022, closing a stake of 1,275 shares — an estimated $83K sold.

Bedel Financial Consulting first reported a position in IHE in Q1 2018 and held it in 17 quarters. The position peaked at $85K in Q4 2021. 125 funds tracked by Wall St. Rank hold IHE as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,275 iShares US Pharmaceuticals ETF shares in Q2 2022, an estimated $83K.
Bedel Financial Consulting first reported a position in iShares US Pharmaceuticals ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares US Pharmaceuticals ETF position peaked at $85K in Q4 2021.
125 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.