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

MBE 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
2020
Q2 		– Sell
-54
Closed -$2K – 269
2020
Q1 		$2K Buy
+54
New +$2.72K ﹤0.01% 453

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

MBE Wealth Management's IHE Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2020, closing a stake of 54 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in IHE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 91 funds tracked by Wall St. Rank hold IHE as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 54 iShares US Pharmaceuticals ETF shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares US Pharmaceuticals ETF position peaked at $2K in Q1 2020.
  • 91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.