Carolinas Wealth Consulting’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Carolinas Wealth 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
2023 Q3	–	Sell	-24	Closed	-$1.47K	–	1062
2023 Q2	$1.43K	Hold	24	–	–	﹤0.01%	858
2023 Q1	$1.4K	Hold	24	–	–	﹤0.01%	851
2022 Q4	$1.49K	Hold	24	–	–	﹤0.01%	844
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	827
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	764
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	798
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	831
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	869
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	881
2021 Q1	$1K	Buy	+24	New	+$1.45K	﹤0.01%	879

Other funds holding IHE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

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

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

Carolinas Wealth Consulting's IHE Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2023, closing a stake of 24 shares — an estimated $1.47K sold.

Carolinas Wealth Consulting first reported a position in IHE in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 128 funds tracked by Wall St. Rank hold IHE as of Q3 2023.

Carolinas Wealth Consulting reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 24 iShares US Pharmaceuticals ETF shares in Q3 2023, an estimated $1.47K.
Carolinas Wealth Consulting first reported a position in iShares US Pharmaceuticals ETF in Q1 2021 and held it in 10 quarters.
Carolinas Wealth Consulting's iShares US Pharmaceuticals ETF position peaked at $2K in Q2 2022.
128 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.