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Glassman Wealth Services’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Glassman Wealth Services’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
2017
Q2 		– Sell
-1,401
Closed -$70K – 600
2017
Q1 		$70K Hold
1,401
– – 0.05% 139
2016
Q4 		$66K Buy
1,401
+951
+211% +$45.1K 0.05% 158
2016
Q3 		$22K Hold
450
– – 0.02% 225
2016
Q2 		$22K Hold
450
– – 0.02% 210
2016
Q1 		$21K Hold
450
– – 0.02% 211
2015
Q4 		$24K Hold
450
– – 0.02% 201
2015
Q3 		$22K Hold
450
– – 0.02% 210
2015
Q2 		$26K Hold
450
– – 0.02% 202
2015
Q1 		$26K Hold
450
– – 0.02% 200
2014
Q4 		$23K Buy
+450
New +$21.9K 0.02% 225

Other funds holding IHE

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Glassman Wealth Services's IHE Position: Q2 2017 in Review

Glassman Wealth Services sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2017, closing a stake of 1,401 shares — an estimated $70K sold.

Glassman Wealth Services first reported a position in IHE in Q4 2014 and held it in 10 quarters. The position peaked at $70K in Q1 2017. 95 funds tracked by Wall St. Rank hold IHE as of Q2 2017.

  • Glassman Wealth Services reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 1,401 iShares US Pharmaceuticals ETF shares in Q2 2017, an estimated $70K.
  • Glassman Wealth Services first reported a position in iShares US Pharmaceuticals ETF in Q4 2014 and held it in 10 quarters.
  • Glassman Wealth Services's iShares US Pharmaceuticals ETF position peaked at $70K in Q1 2017.
  • 95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2017.

Based on Glassman Wealth Services's 13F filing for Q2 2017, filed 9 Aug 2017.