Creative Planning’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 | $402K | Sell |
6,127
-202
| -3% | -$13.2K | ﹤0.01% | 2644 |
|
2025
Q1 | $447K | Sell |
6,329
-7,593
| -55% | -$536K | ﹤0.01% | 2375 |
|
2024
Q4 | $915K | Buy |
13,922
+7,277
| +110% | +$478K | ﹤0.01% | 1703 |
|
2024
Q3 | $469K | Buy |
6,645
+86
| +1% | +$6.07K | ﹤0.01% | 2164 |
|
2024
Q2 | $435K | Buy |
6,559
+131
| +2% | +$8.69K | ﹤0.01% | 2044 |
|
2024
Q1 | $436K | Buy |
6,428
+674
| +12% | +$45.8K | ﹤0.01% | 1944 |
|
2023
Q4 | $356K | Buy |
5,754
+396
| +7% | +$24.5K | ﹤0.01% | 1962 |
|
2023
Q3 | $316K | Sell |
5,358
-591
| -10% | -$34.9K | ﹤0.01% | 1887 |
|
2023
Q2 | $355K | Sell |
5,949
-198
| -3% | -$11.8K | ﹤0.01% | 1771 |
|
2023
Q1 | $359K | Buy |
6,147
+678
| +12% | +$39.6K | ﹤0.01% | 1678 |
|
2022
Q4 | $339K | Sell |
5,469
-39
| -0.7% | -$2.42K | ﹤0.01% | 1639 |
|
2022
Q3 | $311K | Hold |
5,508
| – | – | ﹤0.01% | 1617 |
|
2022
Q2 | $352K | Buy |
5,508
+231
| +4% | +$14.8K | ﹤0.01% | 1502 |
|
2022
Q1 | $342K | Buy |
5,277
+1,983
| +60% | +$129K | ﹤0.01% | 1542 |
|
2021
Q4 | $219K | Buy |
3,294
+3
| +0.1% | +$199 | ﹤0.01% | 1816 |
|
2021
Q3 | $201K | Buy |
+3,291
| New | +$201K | ﹤0.01% | 1859 |
|
2021
Q2 | – | Sell |
-5,982
| Closed | -$354K | – | 2156 |
|
2021
Q1 | $354K | Sell |
5,982
-282
| -5% | -$16.7K | ﹤0.01% | 1656 |
|
2020
Q4 | $375K | Buy |
6,264
+351
| +6% | +$21K | ﹤0.01% | 1452 |
|
2020
Q3 | $322K | Buy |
5,913
+585
| +11% | +$31.9K | ﹤0.01% | 1357 |
|
2020
Q2 | $273K | Buy |
5,328
+345
| +7% | +$17.7K | ﹤0.01% | 1351 |
|
2020
Q1 | $223K | Sell |
4,983
-585
| -11% | -$26.2K | ﹤0.01% | 1328 |
|
2019
Q4 | $297K | Buy |
5,568
+609
| +12% | +$32.5K | ﹤0.01% | 1399 |
|
2019
Q3 | $231K | Sell |
4,959
-285
| -5% | -$13.3K | ﹤0.01% | 1502 |
|
2019
Q2 | $264K | Buy |
5,244
+12
| +0.2% | +$604 | ﹤0.01% | 1443 |
|
2019
Q1 | $269K | Sell |
5,232
-102
| -2% | -$5.24K | ﹤0.01% | 1382 |
|
2018
Q4 | $250K | Buy |
5,334
+15
| +0.3% | +$703 | ﹤0.01% | 1336 |
|
2018
Q3 | $298K | Buy |
5,319
+306
| +6% | +$17.1K | ﹤0.01% | 1389 |
|
2018
Q2 | $253K | Sell |
5,013
-516
| -9% | -$26K | ﹤0.01% | 1457 |
|
2018
Q1 | $272K | Sell |
5,529
-1,224
| -18% | -$60.2K | ﹤0.01% | 1390 |
|
2017
Q4 | $347K | Buy |
6,753
+72
| +1% | +$3.7K | ﹤0.01% | 1269 |
|
2017
Q3 | $348K | Sell |
6,681
-57
| -0.8% | -$2.97K | ﹤0.01% | 1232 |
|
2017
Q2 | $348K | Buy |
6,738
+72
| +1% | +$3.72K | ﹤0.01% | 1191 |
|
2017
Q1 | $335K | Buy |
6,666
+840
| +14% | +$42.2K | ﹤0.01% | 1192 |
|
2016
Q4 | $275K | Sell |
5,826
-906
| -13% | -$42.8K | ﹤0.01% | 1225 |
|
2016
Q3 | $335K | Buy |
6,732
+456
| +7% | +$22.7K | ﹤0.01% | 1120 |
|
2016
Q2 | $302K | Sell |
6,276
-1,347
| -18% | -$64.8K | ﹤0.01% | 1038 |
|
2016
Q1 | $348K | Sell |
7,623
-1,710
| -18% | -$78.1K | ﹤0.01% | 911 |
|
2015
Q4 | $503K | Buy |
9,333
+885
| +10% | +$47.7K | ﹤0.01% | 749 |
|
2015
Q3 | $417K | Buy |
+8,448
| New | +$417K | ﹤0.01% | 804 |
|
2015
Q2 | – | Sell |
-7,530
| Closed | -$433K | – | 1905 |
|
2015
Q1 | $433K | Sell |
7,530
-57
| -0.8% | -$3.28K | ﹤0.01% | 800 |
|
2014
Q4 | $383K | Buy |
7,587
+2,658
| +54% | +$134K | ﹤0.01% | 805 |
|
2014
Q3 | $231K | Buy |
4,929
+312
| +7% | +$14.6K | ﹤0.01% | 984 |
|
2014
Q2 | $208K | Buy |
4,617
+2,073
| +81% | +$93.4K | ﹤0.01% | 1007 |
|
2014
Q1 | $107K | Buy |
2,544
+273
| +12% | +$11.5K | ﹤0.01% | 1362 |
|
2013
Q4 | $89K | Buy |
2,271
+6
| +0.3% | +$235 | ﹤0.01% | 1265 |
|
2013
Q3 | $80K | Sell |
2,265
-126
| -5% | -$4.45K | ﹤0.01% | 1253 |
|
2013
Q2 | $79K | Buy |
+2,391
| New | +$79K | ﹤0.01% | 1115 |
|