Financial Architects (New Jersey)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Financial Architects (New Jersey)’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	-1,173	Closed	-$60K	–	493
2020 Q2	$60K	Buy	1,173 +6	+0.5%	+$302	0.01%	393
2020 Q1	$52K	Hold	1,167	–	–	0.01%	382
2019 Q4	$62K	Buy	1,167 +9	+0.8%	+$444	0.01%	393
2019 Q3	$54K	Hold	1,158	–	–	0.01%	427
2019 Q2	$58K	Buy	1,158 +3	+0.3%	+$148	0.01%	482
2019 Q1	$59K	Buy	1,155 +6	+0.5%	+$299	0.01%	569
2018 Q4	$54K	Buy	1,149 +6	+0.5%	+$308	0.01%	526
2018 Q3	$64K	Buy	1,143 +3	+0.3%	+$164	0.01%	565
2018 Q2	$58K	Hold	1,140	–	–	0.01%	521
2018 Q1	$56K	Buy	1,140 +3	+0.3%	+$154	0.01%	581
2017 Q4	$58K	Buy	1,137 +6	+0.5%	+$308	0.01%	632
2017 Q3	$59K	Buy	1,131 +6	+0.5%	+$308	0.01%	635
2017 Q2	$58K	Hold	1,125	–	–	0.01%	625
2017 Q1	$57K	Buy	1,125 +3	+0.3%	+$149	0.01%	621
2016 Q4	$53K	Sell	1,122 -1,041	-48%	-$49.4K	0.01%	560
2016 Q3	$108K	Hold	2,163	–	–	0.03%	378
2016 Q2	$104K	Buy	2,163 +6	+0.3%	+$285	0.03%	366
2016 Q1	$99K	Buy	+2,157	New	+$101K	0.04%	278
2015 Q4	–	Sell	-5,169	Closed	-$255K	–	223
2015 Q3	$255K	Buy	5,169 +2,712	+110%	+$155K	0.11%	165
2015 Q2	$143K	Buy	2,457 +681	+38%	+$39.8K	0.05%	238
2015 Q1	$102K	Buy	+1,776	New	+$97.2K	0.04%	281

Other funds holding IHE

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Financial Architects (New Jersey)'s IHE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2020, closing a stake of 1,173 shares — an estimated $60K sold.

Financial Architects (New Jersey) first reported a position in IHE in Q1 2015 and held it in 21 quarters. The position peaked at $255K in Q3 2015. 94 funds tracked by Wall St. Rank hold IHE as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,173 iShares US Pharmaceuticals ETF shares in Q3 2020, an estimated $60K.
Financial Architects (New Jersey) first reported a position in iShares US Pharmaceuticals ETF in Q1 2015 and held it in 21 quarters.
Financial Architects (New Jersey)'s iShares US Pharmaceuticals ETF position peaked at $255K in Q3 2015.
94 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.