Newbridge Financial Services Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Newbridge Financial Services 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
2023 Q3	–	Sell	-45	Closed	-$2.69K	–	1352
2023 Q2	$2.69K	Hold	45	–	–	﹤0.01%	1098
2023 Q1	$2.63K	Hold	45	–	–	﹤0.01%	1161
2022 Q4	$2.79K	Hold	45	–	–	﹤0.01%	1170
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	1134
2022 Q2	$3K	Buy	+45	New	+$2.86K	﹤0.01%	1109
2022 Q1	–	Sell	-174	Closed	-$12K	–	1493
2021 Q4	$12K	Hold	174	–	–	0.01%	880
2021 Q3	$11K	Hold	174	–	–	0.01%	844
2021 Q2	$11K	Buy	+174	New	+$10.6K	0.01%	956

Other funds holding IHE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newbridge Financial Services Group's IHE Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2023, closing a stake of 45 shares — an estimated $2.69K sold.

Newbridge Financial Services Group first reported a position in IHE in Q2 2021 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 128 funds tracked by Wall St. Rank hold IHE as of Q3 2023.

Newbridge Financial Services Group reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 45 iShares US Pharmaceuticals ETF shares in Q3 2023, an estimated $2.69K.
Newbridge Financial Services Group first reported a position in iShares US Pharmaceuticals ETF in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's iShares US Pharmaceuticals ETF position peaked at $12K in Q4 2021.
128 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.