Centaurus Financial’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Centaurus Financial’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 Q3	–	Sell	-3,090	Closed	-$197K	–	868
2022 Q2	$197K	Sell	3,090 -570	-16%	-$36.2K	0.02%	621
2022 Q1	$237K	Buy	+3,660	New	+$232K	0.02%	615
2020 Q2	–	Sell	-2,400	Closed	-$108K	–	638
2020 Q1	$108K	Buy	+2,400	New	+$121K	0.02%	468
2018 Q3	–	Sell	-318	Closed	-$16K	–	1250
2018 Q2	$16K	Buy	+318	New	+$15.8K	﹤0.01%	1372

Other funds holding IHE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Centaurus Financial's IHE Position: Q3 2022 in Review

Centaurus Financial sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2022, closing a stake of 3,090 shares — an estimated $197K sold.

Centaurus Financial first reported a position in IHE in Q2 2018 and held it in 4 quarters. The position peaked at $237K in Q1 2022. 113 funds tracked by Wall St. Rank hold IHE as of Q3 2022.

Centaurus Financial reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2022 after selling out during the quarter.
Centaurus Financial sold 3,090 iShares US Pharmaceuticals ETF shares in Q3 2022, an estimated $197K.
Centaurus Financial first reported a position in iShares US Pharmaceuticals ETF in Q2 2018 and held it in 4 quarters.
Centaurus Financial's iShares US Pharmaceuticals ETF position peaked at $237K in Q1 2022.
113 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2022.

Based on Centaurus Financial's 13F filing for Q3 2022, filed 5 Dec 2022.