Cahill Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
20,220
+33
| +0.2% | +$2.16K | 0.16% | 92 |
|
|
2025
Q1 | $1.42M | Buy |
20,187
+32
| +0.2% | +$2.26K | 0.19% | 87 |
|
|
2024
Q4 | $1.32M | Buy |
20,155
+25
| +0.1% | +$1.64K | 0.18% | 94 |
|
|
2024
Q3 | $1.42M | Sell |
20,130
-372
| -2% | -$26.3K | 0.19% | 83 |
|
|
2024
Q2 | $1.36M | Sell |
20,502
-586
| -3% | -$38.9K | 0.19% | 97 |
|
|
2024
Q1 | $1.43M | Buy |
21,088
+37
| +0.2% | +$2.51K | 0.2% | 96 |
|
|
2023
Q4 | $1.3M | Buy |
21,051
+66
| +0.3% | +$4.08K | 0.19% | 97 |
|
|
2023
Q3 | $1.24M | Hold |
20,985
| – | – | 0.21% | 102 |
|
|
2023
Q2 | $1.25M | Sell |
20,985
-156
| -0.7% | -$9.31K | 0.2% | 101 |
|
|
2023
Q1 | $1.24M | Sell |
21,141
-171
| -0.8% | -$9.99K | 0.22% | 104 |
|
|
2022
Q4 | $1.32M | Buy |
21,312
+141
| +0.7% | +$8.75K | 0.25% | 96 |
|
|
2022
Q3 | $1.2M | Sell |
21,171
-162
| -0.8% | -$9.16K | 0.25% | 93 |
|
|
2022
Q2 | $1.36M | Buy |
21,333
+15
| +0.1% | +$958 | 0.29% | 82 |
|
|
2022
Q1 | $1.38M | Buy |
21,318
+42
| +0.2% | +$2.72K | 0.26% | 86 |
|
|
2021
Q4 | $1.42M | Buy |
21,276
+96
| +0.5% | +$6.39K | 0.27% | 84 |
|
|
2021
Q3 | $1.29M | Hold |
21,180
| – | – | 0.26% | 82 |
|
|
2021
Q2 | $1.31M | Buy |
21,180
+15
| +0.1% | +$928 | 0.29% | 77 |
|
|
2021
Q1 | $1.25M | Sell |
21,165
-99
| -0.5% | -$5.86K | 0.31% | 73 |
|
|
2020
Q4 | $1.27M | Buy |
21,264
+15
| +0.1% | +$897 | 0.32% | 68 |
|
|
2020
Q3 | $1.16M | Sell |
21,249
-363
| -2% | -$19.8K | 0.42% | 60 |
|
|
2020
Q2 | $1.11M | Buy |
21,612
+108
| +0.5% | +$5.54K | 0.43% | 57 |
|
|
2020
Q1 | $965K | Hold |
21,504
| – | – | 0.45% | 58 |
|
|
2019
Q4 | $1.15M | Buy |
21,504
+162
| +0.8% | +$8.65K | 0.42% | 63 |
|
|
2019
Q3 | $995K | Sell |
21,342
-207
| -1% | -$9.65K | 0.39% | 72 |
|
|
2019
Q2 | $1.08M | Buy |
21,549
+72
| +0.3% | +$3.62K | 0.43% | 64 |
|
|
2019
Q1 | $1.1M | Buy |
21,477
+69
| +0.3% | +$3.54K | 0.46% | 62 |
|
|
2018
Q4 | $1.01M | Buy |
21,408
+105
| +0.5% | +$4.93K | 0.5% | 56 |
|
|
2018
Q3 | $1.19M | Buy |
21,303
+66
| +0.3% | +$3.7K | 0.53% | 52 |
|
|
2018
Q2 | $1.07M | Sell |
21,237
-63
| -0.3% | -$3.18K | 0.49% | 56 |
|
|
2018
Q1 | $1.05M | Sell |
21,300
-2,229
| -9% | -$110K | 0.5% | 54 |
|
|
2017
Q4 | $1.21M | Buy |
23,529
+108
| +0.5% | +$5.56K | 0.61% | 46 |
|
|
2017
Q3 | $1.22M | Sell |
23,421
-414
| -2% | -$21.6K | 0.65% | 43 |
|
|
2017
Q2 | $1.23M | Sell |
23,835
-3,489
| -13% | -$180K | 0.68% | 42 |
|
|
2017
Q1 | $1.38M | Buy |
27,324
+48
| +0.2% | +$2.42K | 0.79% | 38 |
|
|
2016
Q4 | $1.29M | Sell |
27,276
-24
| -0.1% | -$1.13K | 0.78% | 37 |
|
|
2016
Q3 | $1.36M | Sell |
27,300
-777
| -3% | -$38.7K | 0.88% | 36 |
|
|
2016
Q2 | $1.35M | Sell |
28,077
-9
| -0% | -$433 | 0.94% | 32 |
|
|
2016
Q1 | $1.28M | Buy |
28,086
+267
| +1% | +$12.2K | 0.96% | 31 |
|
|
2015
Q4 | $1.5M | Sell |
27,819
-1,992
| -7% | -$107K | 1.23% | 27 |
|
|
2015
Q3 | $1.47M | Buy |
29,811
+423
| +1% | +$20.9K | 1.2% | 27 |
|
|
2015
Q2 | $1.71M | Sell |
29,388
-105
| -0.4% | -$6.12K | 1.28% | 27 |
|
|
2015
Q1 | $1.7M | Sell |
29,493
-318
| -1% | -$18.3K | 1.29% | 27 |
|
|
2014
Q4 | $1.51M | Buy |
29,811
+615
| +2% | +$31K | 1.16% | 30 |
|
|
2014
Q3 | $1.37M | Sell |
29,196
-8,250
| -22% | -$386K | 1.09% | 32 |
|
|
2014
Q2 | $1.69M | Buy |
37,446
+60
| +0.2% | +$2.7K | 1.32% | 28 |
|
|
2014
Q1 | $1.58M | Buy |
37,386
+75
| +0.2% | +$3.17K | 1.35% | 27 |
|
|
2013
Q4 | $1.47M | Buy |
+37,311
| New | +$1.47M | 1.27% | 29 |
|