Edge Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Edge Wealth Management’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 Q3	–	Sell	-3,327	Closed	-$171K	–	529
2020 Q2	$171K	Hold	3,327	–	–	0.03%	151
2020 Q1	$150K	Hold	3,327	–	–	0.03%	149
2019 Q4	$177K	Hold	3,327	–	–	0.04%	151
2019 Q3	$155K	Hold	3,327	–	–	0.04%	153
2019 Q2	$167K	Hold	3,327	–	–	0.04%	155
2019 Q1	$171K	Hold	3,327	–	–	0.04%	144
2018 Q4	$156K	Hold	3,327	–	–	0.04%	154
2018 Q3	$186K	Hold	3,327	–	–	0.04%	148
2018 Q2	$168K	Hold	3,327	–	–	0.04%	155
2018 Q1	$164K	Hold	3,327	–	–	0.04%	135
2017 Q4	$171K	Hold	3,327	–	–	0.05%	136
2017 Q3	$173K	Sell	3,327 -639	-16%	-$32.8K	0.05%	132
2017 Q2	$206K	Hold	3,966	–	–	0.06%	127
2017 Q1	$200K	Sell	3,966 -639	-14%	-$31.6K	0.07%	121
2016 Q4	$217K	Hold	4,605	–	–	0.08%	112
2016 Q3	$229K	Hold	4,605	–	–	0.1%	99
2016 Q2	$222K	Hold	4,605	–	–	0.09%	106
2016 Q1	$210K	Hold	4,605	–	–	0.1%	101
2015 Q4	$249K	Sell	4,605 -525	-10%	-$27.6K	0.09%	103
2015 Q3	$248K	Buy	5,130 +525	+11%	+$30.1K	0.09%	92
2015 Q2	$268K	Hold	4,605	–	–	0.09%	90
2015 Q1	$266K	Hold	4,605	–	–	0.09%	89
2014 Q4	$233K	Sell	4,605 -840	-15%	-$40.9K	0.09%	95
2014 Q3	$256K	Buy	5,445 +840	+18%	+$37.9K	0.1%	84
2014 Q2	$208K	Hold	4,605	–	–	0.09%	93
2014 Q1	$195K	Hold	4,605	–	–	0.08%	94
2013 Q4	$181K	Hold	4,605	–	–	0.08%	95
2013 Q3	$163K	Hold	4,605	–	–	0.1%	76
2013 Q2	$154K	Buy	+4,605	New	+$153K	0.1%	67

Other funds holding IHE

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Edge Wealth Management's IHE Position: Q3 2020 in Review

Edge Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2020, closing a stake of 3,327 shares — an estimated $171K sold.

Edge Wealth Management first reported a position in IHE in Q2 2013 and held it in 29 quarters. The position peaked at $268K in Q2 2015. 94 funds tracked by Wall St. Rank hold IHE as of Q3 2020.

Edge Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 3,327 iShares US Pharmaceuticals ETF shares in Q3 2020, an estimated $171K.
Edge Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and held it in 29 quarters.
Edge Wealth Management's iShares US Pharmaceuticals ETF position peaked at $268K in Q2 2015.
94 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.