Ironwood Financial’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-297	Closed	-$18K	–	317
2021 Q3	$18K	Hold	297	–	–	0.01%	292
2021 Q2	$18K	Hold	297	–	–	0.01%	291
2021 Q1	$18K	Hold	297	–	–	0.01%	276
2020 Q4	$18K	Buy	297 +261	+725%	+$14.9K	0.01%	265
2020 Q3	$2K	Buy	+36	New	+$1.94K	﹤0.01%	388

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ironwood Financial's IHE Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2021, closing a stake of 297 shares — an estimated $18K sold.

Ironwood Financial first reported a position in IHE in Q3 2020 and held it in 5 quarters. The position peaked at $18K in Q3 2021. 112 funds tracked by Wall St. Rank hold IHE as of Q4 2021.

Ironwood Financial reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 297 iShares US Pharmaceuticals ETF shares in Q4 2021, an estimated $18K.
Ironwood Financial first reported a position in iShares US Pharmaceuticals ETF in Q3 2020 and held it in 5 quarters.
Ironwood Financial's iShares US Pharmaceuticals ETF position peaked at $18K in Q3 2021.
112 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.