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Fortitude Advisory Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Fortitude Advisory Group’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
-675
Closed -$44K – 701
2022
Q1 		$44K Hold
675
– – 0.02% 578
2021
Q4 		$45K Buy
+675
New +$42.8K 0.02% 575

Other funds holding IHE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EE
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Advisory Group's IHE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2022, closing a stake of 675 shares — an estimated $44K sold.

Fortitude Advisory Group first reported a position in IHE in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q4 2021. 125 funds tracked by Wall St. Rank hold IHE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 675 iShares US Pharmaceuticals ETF shares in Q2 2022, an estimated $44K.
  • Fortitude Advisory Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares US Pharmaceuticals ETF position peaked at $45K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.