Lenox Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Lenox Wealth Advisors’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 Q1	$20K	Sell	300 -210	-41%	-$13.3K	﹤0.01%	376
2021 Q4	$34K	Hold	510	–	–	﹤0.01%	317
2021 Q3	$31K	Buy	+510	New	+$32.4K	﹤0.01%	301
2016 Q2	–	Sell	-318	Closed	-$15K	–	234
2016 Q1	$15K	Buy	+318	New	+$14.9K	﹤0.01%	153

Other funds holding IHE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

RJA

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Lenox Wealth Advisors's IHE Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 41% in Q1 2022, selling an estimated $13.3K and leaving 300 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Lenox Wealth Advisors first reported a position in IHE in Q1 2016 and has held it in 4 quarters since. The position peaked at $34K in Q4 2021. 122 funds tracked by Wall St. Rank hold IHE as of Q1 2022.

Lenox Wealth Advisors held 300 shares of iShares US Pharmaceuticals ETF worth $20K as of Q1 2022.
Lenox Wealth Advisors sold 210 iShares US Pharmaceuticals ETF shares in Q1 2022, an estimated $13.3K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #376 holding.
Lenox Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2016 and has held it in 4 quarters since.
Lenox Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $34K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.