Fusion Family Wealth’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-384	Closed	-$23K	–	64
2021 Q1	$23K	Sell	384 -126	-25%	-$7.6K	﹤0.01%	70
2020 Q4	$31K	Hold	510	–	–	0.01%	58
2020 Q3	$28K	Hold	510	–	–	0.01%	63
2020 Q2	$26K	Hold	510	–	–	0.01%	65
2020 Q1	$23K	Hold	510	–	–	0.01%	74
2019 Q4	$27K	Hold	510	–	–	0.01%	80
2019 Q3	$24K	Hold	510	–	–	0.01%	85
2019 Q2	$26K	Hold	510	–	–	0.01%	97
2019 Q1	$26K	Hold	510	–	–	0.01%	82
2018 Q4	$24K	Hold	510	–	–	0.01%	146
2018 Q3	$29K	Hold	510	–	–	0.01%	150
2018 Q2	$26K	Hold	510	–	–	0.01%	168
2018 Q1	$25K	Hold	510	–	–	0.01%	159
2017 Q4	$26K	Hold	510	–	–	0.01%	172
2017 Q3	$27K	Hold	510	–	–	0.01%	121
2017 Q2	$26K	Hold	510	–	–	0.01%	155
2017 Q1	$26K	Hold	510	–	–	0.01%	150
2016 Q4	$24K	Buy	+510	New	+$24.2K	0.01%	174

Other funds holding IHE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

RJA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

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

Fusion Family Wealth's IHE Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2021, closing a stake of 384 shares — an estimated $23K sold.

Fusion Family Wealth first reported a position in IHE in Q4 2016 and held it in 18 quarters. The position peaked at $31K in Q4 2020. 101 funds tracked by Wall St. Rank hold IHE as of Q2 2021.

Fusion Family Wealth reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 384 iShares US Pharmaceuticals ETF shares in Q2 2021, an estimated $23K.
Fusion Family Wealth first reported a position in iShares US Pharmaceuticals ETF in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's iShares US Pharmaceuticals ETF position peaked at $31K in Q4 2020.
101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.