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

Next Financial 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
2021 Q4	$118K	Hold	1,776	–	–	0.01%	1088
2021 Q3	$108K	Buy	1,776 +1,242	+233%	+$79K	0.01%	1078
2021 Q2	$33K	Hold	534	–	–	﹤0.01%	1561
2021 Q1	$32K	Hold	534	–	–	﹤0.01%	1463
2020 Q4	$32K	Buy	534 +165	+45%	+$9.41K	﹤0.01%	1352
2020 Q3	$20K	Buy	+369	New	+$19.9K	﹤0.01%	1403
2020 Q2	–	Sell	-168	Closed	-$8K	–	1193
2020 Q1	$8K	Hold	168	–	–	﹤0.01%	1589
2019 Q4	$9K	Hold	168	–	–	﹤0.01%	1809
2019 Q3	$8K	Sell	168 -453	-73%	-$21.7K	﹤0.01%	1769
2019 Q2	$31K	Buy	+621	New	+$30.7K	﹤0.01%	1319
2019 Q1	–	Sell	-621	Closed	-$29K	–	1859
2018 Q4	$29K	Buy	+621	New	+$31.8K	0.01%	975
2017 Q2	–	Sell	-312	Closed	-$16K	–	1939
2017 Q1	$16K	Sell	312 -4,602	-94%	-$228K	﹤0.01%	1118
2016 Q4	$232K	Hold	4,914	–	–	0.04%	428
2016 Q3	$245K	Buy	4,914 +4,617	+1,555%	+$234K	0.04%	406
2016 Q2	$14K	Sell	297 -135	-31%	-$6.42K	﹤0.01%	1090
2016 Q1	$19K	Hold	432	–	–	0.01%	957
2015 Q4	$23K	Hold	432	–	–	0.01%	875
2015 Q3	$21K	Hold	432	–	–	0.01%	929
2015 Q2	$25K	Hold	432	–	–	0.01%	915
2015 Q1	$24K	Buy	432 +135	+45%	+$7.38K	0.01%	923
2014 Q4	$15K	Sell	297 -9,021	-97%	-$440K	0.01%	1098
2014 Q3	$436K	Buy	+9,318	New	+$421K	0.09%	258

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

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

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's IHE Position: Q4 2021 in Review

Next Financial Group held its iShares US Pharmaceuticals ETF (IHE) position steady in Q4 2021 at 1,776 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #1088.

Next Financial Group first reported a position in IHE in Q3 2014 and has held it in 22 quarters since. The position peaked at $436K in Q3 2014. 112 funds tracked by Wall St. Rank hold IHE as of Q4 2021.

Next Financial Group held 1,776 shares of iShares US Pharmaceuticals ETF worth $118K as of Q4 2021.
Next Financial Group left its iShares US Pharmaceuticals ETF share count unchanged in Q4 2021.
iShares US Pharmaceuticals ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1088 holding.
Next Financial Group first reported a position in iShares US Pharmaceuticals ETF in Q3 2014 and has held it in 22 quarters since.
Next Financial Group's iShares US Pharmaceuticals ETF position peaked at $436K in Q3 2014.
112 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.