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Roberts Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Roberts Wealth Advisors’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
Q1 		– Sell
-3,879
Closed -$256K – 93
2021
Q4 		$256K Sell
3,879
-1,059
-21% -$67.2K 0.09% 90
2021
Q3 		$301K Buy
+4,938
New +$314K 0.12% 85

Other funds holding IHE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
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

Roberts Wealth Advisors's IHE Position: Q1 2022 in Review

Roberts Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2022, closing a stake of 3,879 shares — an estimated $256K sold.

Roberts Wealth Advisors first reported a position in IHE in Q3 2021 and held it in 2 quarters. The position peaked at $301K in Q3 2021. 122 funds tracked by Wall St. Rank hold IHE as of Q1 2022.

  • Roberts Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 3,879 iShares US Pharmaceuticals ETF shares in Q1 2022, an estimated $256K.
  • Roberts Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2021 and held it in 2 quarters.
  • Roberts Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $301K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2022.

Based on Roberts Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.