Financial Management Professionals’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Financial Management Professionals’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
2023 Q2	–	Sell	-243	Closed	-$14K	–	1012
2023 Q1	$14K	Hold	243	–	–	﹤0.01%	500
2022 Q4	$15K	Sell	243 -45,198	-99%	-$2.72M	﹤0.01%	425
2022 Q3	$2.57M	Buy	45,441 +30,561	+205%	+$1.88M	0.59%	31
2022 Q2	$951K	Buy	+14,880	New	+$945K	0.23%	41

Other funds holding IHE

RJA

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

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

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Management Professionals's IHE Position: Q2 2023 in Review

Financial Management Professionals sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2023, closing a stake of 243 shares — an estimated $14K sold.

Financial Management Professionals first reported a position in IHE in Q2 2022 and held it in 4 quarters. The position peaked at $2.57M in Q3 2022. 120 funds tracked by Wall St. Rank hold IHE as of Q2 2023.

Financial Management Professionals reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 243 iShares US Pharmaceuticals ETF shares in Q2 2023, an estimated $14K.
Financial Management Professionals first reported a position in iShares US Pharmaceuticals ETF in Q2 2022 and held it in 4 quarters.
Financial Management Professionals's iShares US Pharmaceuticals ETF position peaked at $2.57M in Q3 2022.
120 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.