Koshinski Asset Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Koshinski Asset 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	-3,426	Closed	-$200K	–	634
2023 Q1	$200K	Buy	+3,426	New	+$206K	0.02%	528
2022 Q2	–	Sell	-1,212	Closed	-$78.5K	–	1252
2022 Q1	$78.5K	Sell	1,212 -408	-25%	-$25.9K	0.01%	921
2021 Q4	$108K	Sell	1,620 -9	-0.6%	-$571	0.01%	826
2021 Q3	$99.5K	Buy	+1,629	New	+$104K	0.01%	846
2020 Q4	–	Sell	-10,317	Closed	-$592	–	561
2020 Q3	$592	Buy	10,317 +3	+0%	+$162	0.08%	251
2020 Q2	$529K	Sell	10,314 -24	-0.2%	-$1.21K	0.09%	264
2020 Q1	$464K	Sell	10,338 -1,212	-10%	-$61.1K	0.1%	249
2019 Q4	$614K	Buy	11,550 +21	+0.2%	+$1.03K	0.11%	265
2019 Q3	$537K	Buy	11,529 +876	+8%	+$42K	0.37%	81
2019 Q2	$536K	Sell	10,653 -1,725	-14%	-$85.3K	0.22%	140
2019 Q1	$635	Sell	12,378 -306	-2%	-$15.2K	0.17%	164
2018 Q4	$595K	Sell	12,684 -1,074	-8%	-$55.1K	0.15%	190
2018 Q3	$770K	Buy	13,758 +3,525	+34%	+$193K	0.11%	246
2018 Q2	$516K	Sell	10,233 -948	-8%	-$47K	0.16%	198
2018 Q1	$550K	Sell	11,181 -924	-8%	-$47.4K	0.17%	196
2017 Q4	$623K	Sell	12,105 -366	-3%	-$18.8K	0.16%	221
2017 Q3	$650K	Sell	12,471 -861	-6%	-$44.2K	0.21%	154
2017 Q2	$689K	Sell	13,332 -1,314	-9%	-$66.4K	0.25%	129
2017 Q1	$737K	Sell	14,646 -999	-6%	-$49.5K	0.29%	109
2016 Q4	$738K	Buy	+15,645	New	+$742K	0.37%	93
2016 Q3	–	Sell	-16,875	Closed	-$812K	–	292
2016 Q2	$812K	Buy	16,875 +54	+0.3%	+$2.57K	0.44%	76
2016 Q1	$768K	Sell	16,821 -1,158	-6%	-$54.2K	0.5%	66
2015 Q4	$969K	Buy	17,979 +48	+0.3%	+$2.52K	0.68%	38
2015 Q3	$1.04M	Buy	17,931 +474	+3%	+$27.2K	0.67%	40
2015 Q2	$1.02M	Sell	17,457 -885	-5%	-$51.7K	0.64%	42
2015 Q1	$1.05M	Buy	18,342 +441	+2%	+$24.1K	0.68%	40
2014 Q4	$903K	Buy	+17,901	New	+$872K	0.51%	52

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

Koshinski Asset Management's IHE Position: Q2 2023 in Review

Koshinski Asset Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2023, closing a stake of 3,426 shares — an estimated $200K sold.

Koshinski Asset Management first reported a position in IHE in Q4 2014 and held it in 27 quarters. The position peaked at $1.05M in Q1 2015. 120 funds tracked by Wall St. Rank hold IHE as of Q2 2023.

Koshinski Asset Management reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2023 after selling out during the quarter.
Koshinski Asset Management sold 3,426 iShares US Pharmaceuticals ETF shares in Q2 2023, an estimated $200K.
Koshinski Asset Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2014 and held it in 27 quarters.
Koshinski Asset Management's iShares US Pharmaceuticals ETF position peaked at $1.05M in Q1 2015.
120 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.