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

MinichMacGregor 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
2017 Q3	–	Sell	-1,191	Closed	-$61K	–	495
2017 Q2	$61K	Sell	1,191 -660	-36%	-$33.4K	0.05%	90
2017 Q1	$93K	Hold	1,851	–	–	0.08%	67
2016 Q4	$87K	Hold	1,851	–	–	0.08%	71
2016 Q3	$92K	Sell	1,851 -2,523	-58%	-$128K	0.09%	71
2016 Q2	$210K	Buy	4,374 +6	+0.1%	+$285	0.2%	35
2016 Q1	$199K	Sell	4,368 -66,489	-94%	-$3.11M	0.19%	38
2015 Q4	$4.18M	Buy	+70,857	New	+$3.73M	3.9%	8

Other funds holding IHE

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MinichMacGregor Wealth Management's IHE Position: Q3 2017 in Review

MinichMacGregor Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2017, closing a stake of 1,191 shares — an estimated $61K sold.

MinichMacGregor Wealth Management first reported a position in IHE in Q4 2015 and held it in 7 quarters. The position peaked at $4.18M in Q4 2015. 101 funds tracked by Wall St. Rank hold IHE as of Q3 2017.

MinichMacGregor Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2017 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,191 iShares US Pharmaceuticals ETF shares in Q3 2017, an estimated $61K.
MinichMacGregor Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2015 and held it in 7 quarters.
MinichMacGregor Wealth Management's iShares US Pharmaceuticals ETF position peaked at $4.18M in Q4 2015.
101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2017, filed 3 Jul 2018.