Harvest Group Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Harvest Group Wealth Management’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
2020 Q4	–	Sell	-243	Closed	-$13.9K	–	739
2020 Q3	$13K	Hold	243	–	–	0.01%	200
2020 Q2	$12K	Buy	243 +3	+1%	+$151	0.01%	199
2020 Q1	$10K	Hold	240	–	–	0.01%	206
2019 Q4	$12K	Hold	240	–	–	0.01%	212
2019 Q3	$11K	Buy	+240	New	+$11.5K	0.01%	243

Other funds holding IHE

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

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Harvest Group Wealth Management's IHE Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2020, closing a stake of 243 shares — an estimated $13.9K sold.

Harvest Group Wealth Management first reported a position in IHE in Q3 2019 and held it in 5 quarters. The position peaked at $13K in Q3 2020. 99 funds tracked by Wall St. Rank hold IHE as of Q4 2020.

Harvest Group Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 243 iShares US Pharmaceuticals ETF shares in Q4 2020, an estimated $13.9K.
Harvest Group Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q3 2019 and held it in 5 quarters.
Harvest Group Wealth Management's iShares US Pharmaceuticals ETF position peaked at $13K in Q3 2020.
99 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.