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

Liberty 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
2021 Q4	–	Sell	-1,494	Closed	-$95K	–	606
2021 Q3	$95K	Buy	1,494 +750	+101%	+$47.7K	0.03%	300
2021 Q2	$46K	Buy	744 +6	+0.8%	+$365	0.02%	337
2021 Q1	$44K	Hold	738	–	–	0.02%	301
2020 Q4	$44K	Hold	738	–	–	0.02%	298
2020 Q3	$40K	Buy	738 +3	+0.4%	+$162	0.02%	264
2020 Q2	$38K	Buy	735 +3	+0.4%	+$151	0.03%	260
2020 Q1	$33K	Buy	732 +3	+0.4%	+$151	0.03%	269
2019 Q4	$39K	Buy	729 +87	+14%	+$4.29K	0.03%	296
2019 Q3	$30K	Sell	642 -117	-15%	-$5.6K	0.03%	323
2019 Q2	$38K	Buy	759 +123	+19%	+$6.08K	0.03%	294
2019 Q1	$32K	Buy	636 +3	+0.5%	+$149	0.02%	274
2018 Q4	$29K	Buy	+633	New	+$32.4K	0.02%	273

Other funds holding IHE

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Liberty Wealth Management's IHE Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2021, closing a stake of 1,494 shares — an estimated $95K sold.

Liberty Wealth Management first reported a position in IHE in Q4 2018 and held it in 12 quarters. The position peaked at $95K in Q3 2021. 112 funds tracked by Wall St. Rank hold IHE as of Q4 2021.

Liberty Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,494 iShares US Pharmaceuticals ETF shares in Q4 2021, an estimated $95K.
Liberty Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares US Pharmaceuticals ETF position peaked at $95K in Q3 2021.
112 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.