First National Bank of South Miami’s iShares US Pharmaceuticals ETF IHE Stock Holding History

First National Bank of South Miami’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
2022 Q2	–	Sell	-144	Closed	-$9K	–	321
2022 Q1	$9K	Hold	144	–	–	0.01%	290
2021 Q4	$10K	Hold	144	–	–	0.01%	302
2021 Q3	$9K	Hold	144	–	–	0.01%	285
2021 Q2	$9K	Hold	144	–	–	0.01%	280
2021 Q1	$9K	Buy	+144	New	+$8.69K	0.01%	267

Other funds holding IHE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

First National Bank of South Miami's IHE Position: Q2 2022 in Review

First National Bank of South Miami sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2022, closing a stake of 144 shares — an estimated $9K sold.

First National Bank of South Miami first reported a position in IHE in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 125 funds tracked by Wall St. Rank hold IHE as of Q2 2022.

First National Bank of South Miami reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 144 iShares US Pharmaceuticals ETF shares in Q2 2022, an estimated $9K.
First National Bank of South Miami first reported a position in iShares US Pharmaceuticals ETF in Q1 2021 and held it in 5 quarters.
First National Bank of South Miami's iShares US Pharmaceuticals ETF position peaked at $10K in Q4 2021.
125 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.