Joseph P. Lucia & Associates’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-1,350	Closed	-$86K	–	247
2022 Q2	$86K	Hold	1,350	–	–	0.06%	152
2022 Q1	$87K	Buy	+1,350	New	+$85.6K	0.05%	157
2021 Q4	–	Sell	-1,470	Closed	-$90K	–	315
2021 Q3	$90K	Sell	1,470 -15	-1%	-$954	0.05%	177
2021 Q2	$92K	Sell	1,485 -540	-27%	-$32.8K	0.06%	174
2021 Q1	$120K	Sell	2,025 -240	-11%	-$14.5K	0.05%	143
2020 Q4	$136K	Buy	+2,265	New	+$129K	0.09%	131
2020 Q3	–	Sell	-780	Closed	-$40K	–	245
2020 Q2	$40K	Buy	+780	New	+$39.2K	0.04%	185

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

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

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

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

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

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

Joseph P. Lucia & Associates's IHE Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2022, closing a stake of 1,350 shares — an estimated $86K sold.

Joseph P. Lucia & Associates first reported a position in IHE in Q2 2020 and held it in 7 quarters. The position peaked at $136K in Q4 2020. 113 funds tracked by Wall St. Rank hold IHE as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,350 iShares US Pharmaceuticals ETF shares in Q3 2022, an estimated $86K.
Joseph P. Lucia & Associates first reported a position in iShares US Pharmaceuticals ETF in Q2 2020 and held it in 7 quarters.
Joseph P. Lucia & Associates's iShares US Pharmaceuticals ETF position peaked at $136K in Q4 2020.
113 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.