Founders Capital Management (Texas)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Founders Capital Management (Texas)’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
2021 Q3	–	Sell	-780	Closed	-$48K	–	320
2021 Q2	$48K	Hold	780	–	–	0.03%	123
2021 Q1	$46K	Hold	780	–	–	0.03%	114
2020 Q4	$47K	Buy	+780	New	+$44.5K	0.03%	108
2020 Q1	$35K	Hold	780	–	–	0.04%	115
2019 Q4	$42K	Hold	780	–	–	0.03%	119
2019 Q3	$36K	Hold	780	–	–	0.03%	134
2019 Q2	$39K	Hold	780	–	–	0.03%	131
2019 Q1	$40K	Hold	780	–	–	0.04%	126
2018 Q4	$37K	Sell	780 -72	-8%	-$3.69K	0.04%	124
2018 Q3	$48K	Hold	852	–	–	0.04%	117
2018 Q2	$43K	Hold	852	–	–	0.04%	125
2018 Q1	$42K	Hold	852	–	–	0.04%	145
2017 Q4	$44K	Hold	852	–	–	0.04%	146
2017 Q3	$44K	Hold	852	–	–	0.04%	149
2017 Q2	$44K	Hold	852	–	–	0.04%	150
2017 Q1	$43K	Buy	+852	New	+$42.2K	0.04%	146

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

SPIA

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

Founders Capital Management (Texas)'s IHE Position: Q3 2021 in Review

Founders Capital Management (Texas) sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2021, closing a stake of 780 shares — an estimated $48K sold.

Founders Capital Management (Texas) first reported a position in IHE in Q1 2017 and held it in 16 quarters. The position peaked at $48K in Q2 2021. 110 funds tracked by Wall St. Rank hold IHE as of Q3 2021.

Founders Capital Management (Texas) reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2021 after selling out during the quarter.
Founders Capital Management (Texas) sold 780 iShares US Pharmaceuticals ETF shares in Q3 2021, an estimated $48K.
Founders Capital Management (Texas) first reported a position in iShares US Pharmaceuticals ETF in Q1 2017 and held it in 16 quarters.
Founders Capital Management (Texas)'s iShares US Pharmaceuticals ETF position peaked at $48K in Q2 2021.
110 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2021.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2021, filed 12 Oct 2021.