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

IHT 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
2023 Q2	–	Sell	-3,525	Closed	-$206K	–	991
2023 Q1	$206K	Buy	+3,525	New	+$212K	0.01%	849
2018 Q2	–	Sell	-1,617	Closed	-$76K	–	868
2018 Q1	$76K	Sell	1,617 -99	-6%	-$5.08K	0.02%	555
2017 Q4	$89K	Buy	1,716 +201	+13%	+$10.3K	0.02%	523
2017 Q3	$80K	Sell	1,515 -12,039	-89%	-$618K	0.03%	395
2017 Q2	$31	Buy	13,554 +12,129	+851%	+$613K	0.02%	651
2017 Q1	$56K	Sell	1,425 -207	-13%	-$10.2K	0.04%	393
2016 Q4	$78K	Buy	+1,632	New	+$77.4K	0.06%	303

Other funds holding IHE

RJA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IHT Wealth Management's IHE Position: Q2 2023 in Review

IHT Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2023, closing a stake of 3,525 shares — an estimated $206K sold.

IHT Wealth Management first reported a position in IHE in Q4 2016 and held it in 7 quarters. The position peaked at $206K in Q1 2023. 120 funds tracked by Wall St. Rank hold IHE as of Q2 2023.

IHT Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 3,525 iShares US Pharmaceuticals ETF shares in Q2 2023, an estimated $206K.
IHT Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2016 and held it in 7 quarters.
IHT Wealth Management's iShares US Pharmaceuticals ETF position peaked at $206K in Q1 2023.
120 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.