DY
IHE icon

Dowling & Yahnke’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-90
Closed -$5K – 336
2019
Q4 		$5K Buy
+90
New +$4.44K ﹤0.01% 356

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dowling & Yahnke's IHE Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2020, closing a stake of 90 shares — an estimated $5K sold.

Dowling & Yahnke first reported a position in IHE in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 92 funds tracked by Wall St. Rank hold IHE as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 90 iShares US Pharmaceuticals ETF shares in Q1 2020, an estimated $5K.
  • Dowling & Yahnke first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares US Pharmaceuticals ETF position peaked at $5K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.