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Mine & Arao Wealth Creation & Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-1,710
Closed -$116K – 213
2024
Q1 		$116K Buy
1,710
+3
+0.2% +$198 0.06% 95
2023
Q4 		$105K Buy
1,707
+15
+0.9% +$882 0.06% 104
2023
Q3 		$99.9K Hold
1,692
– – 0.06% 101
2023
Q2 		$101K Buy
1,692
+3
+0.2% +$178 0.06% 103
2023
Q1 		$98.6K Buy
1,689
+9
+0.5% +$542 0.06% 98
2022
Q4 		$104K Buy
1,680
+21
+1% +$1.26K 0.08% 97
2022
Q3 		$94K Hold
1,659
– – 0.07% 100
2022
Q2 		$106K Buy
1,659
+6
+0.4% +$381 0.07% 102
2022
Q1 		$107K Sell
1,653
-54
-3% -$3.42K 0.06% 105
2021
Q4 		$114K Buy
1,707
+12
+0.7% +$761 0.06% 103
2021
Q3 		$103K Hold
1,695
– – 0.06% 100
2021
Q2 		$105K Buy
1,695
+12
+0.7% +$730 0.06% 101
2021
Q1 		$100K Hold
1,683
– – 0.07% 103
2020
Q4 		$101K Buy
1,683
+3
+0.2% +$171 0.07% 95
2020
Q3 		$92K Buy
1,680
+666
+66% +$35.9K 0.08% 90
2020
Q2 		$52K Buy
1,014
+6
+0.6% +$302 0.05% 109
2020
Q1 		$45K Hold
1,008
– – 0.05% 106
2019
Q4 		$54K Buy
+1,008
New +$49.7K 0.05% 119

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IHE Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2024, closing a stake of 1,710 shares — an estimated $116K sold.

Mine & Arao Wealth Creation & Management first reported a position in IHE in Q4 2019 and held it in 18 quarters. The position peaked at $116K in Q1 2024. 143 funds tracked by Wall St. Rank hold IHE as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1,710 iShares US Pharmaceuticals ETF shares in Q2 2024, an estimated $116K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's iShares US Pharmaceuticals ETF position peaked at $116K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.