Matrix Private Capital Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Matrix Private Capital Group’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	-1,695	Closed	-$108K	–	213
2022 Q2	$108K	Hold	1,695	–	–	0.06%	184
2022 Q1	$110K	Hold	1,695	–	–	0.05%	192
2021 Q4	$113K	Hold	1,695	–	–	0.05%	204
2021 Q3	$103K	Hold	1,695	–	–	0.05%	193
2021 Q2	$105K	Hold	1,695	–	–	0.06%	192
2021 Q1	$100K	Hold	1,695	–	–	0.06%	193
2020 Q4	$101K	Buy	+1,695	New	+$96.6K	0.07%	179

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

Matrix Private Capital Group's IHE Position: Q3 2022 in Review

Matrix Private Capital Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2022, closing a stake of 1,695 shares — an estimated $108K sold.

Matrix Private Capital Group first reported a position in IHE in Q4 2020 and held it in 7 quarters. The position peaked at $113K in Q4 2021. 113 funds tracked by Wall St. Rank hold IHE as of Q3 2022.

Matrix Private Capital Group reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2022 after selling out during the quarter.
Matrix Private Capital Group sold 1,695 iShares US Pharmaceuticals ETF shares in Q3 2022, an estimated $108K.
Matrix Private Capital Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2020 and held it in 7 quarters.
Matrix Private Capital Group's iShares US Pharmaceuticals ETF position peaked at $113K in Q4 2021.
113 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.