RWA Wealth Partners’s iShares US Pharmaceuticals ETF IHE Stock Holding History

RWA Wealth Partners’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 Q1	–	Sell	-59,754	Closed	-$3.73M	–	263
2022 Q4	$3.73M	Buy	+59,754	New	+$3.59M	0.09%	82
2022 Q3	–	Sell	-79,083	Closed	-$5.05M	–	248
2022 Q2	$5.05M	Sell	79,083 -6,315	-7%	-$401K	0.34%	63
2022 Q1	$5.53M	Buy	+85,398	New	+$5.41M	0.36%	74
2019 Q1	–	Sell	-33,006	Closed	-$1.55M	–	235
2018 Q4	$1.55M	Sell	33,006 -3,786	-10%	-$194K	0.2%	96
2018 Q3	$2.06M	Buy	+36,792	New	+$2.01M	0.23%	94

Other funds holding IHE

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

RJA

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

RIG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RWA Wealth Partners's IHE Position: Q1 2023 in Review

RWA Wealth Partners sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2023, closing a stake of 59,754 shares — an estimated $3.73M sold.

RWA Wealth Partners first reported a position in IHE in Q3 2018 and held it in 5 quarters. The position peaked at $5.53M in Q1 2022. 127 funds tracked by Wall St. Rank hold IHE as of Q1 2023.

RWA Wealth Partners reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2023 after selling out during the quarter.
RWA Wealth Partners sold 59,754 iShares US Pharmaceuticals ETF shares in Q1 2023, an estimated $3.73M.
RWA Wealth Partners first reported a position in iShares US Pharmaceuticals ETF in Q3 2018 and held it in 5 quarters.
RWA Wealth Partners's iShares US Pharmaceuticals ETF position peaked at $5.53M in Q1 2022.
127 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2023.

Based on RWA Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.