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

Prospera Financial Services’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
2022
Q2 		– Sell
-240
Closed -$16K – 2093
2022
Q1 		$16K Buy
+240
New +$15.2K ﹤0.01% 1832
2020
Q4 		– Sell
-240
Closed -$13K – 1087
2020
Q3 		$13K Buy
+240
New +$12.9K 0.01% 1032

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prospera Financial Services's IHE Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2022, closing a stake of 240 shares — an estimated $16K sold.

Prospera Financial Services first reported a position in IHE in Q3 2020 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 125 funds tracked by Wall St. Rank hold IHE as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 240 iShares US Pharmaceuticals ETF shares in Q2 2022, an estimated $16K.
  • Prospera Financial Services first reported a position in iShares US Pharmaceuticals ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's iShares US Pharmaceuticals ETF position peaked at $16K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.