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

Sowell 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
2021 Q2	–	Sell	-1,425	Closed	-$85K	–	1555
2021 Q1	$85K	Hold	1,425	–	–	﹤0.01%	1435
2020 Q4	$85K	Buy	1,425 +3	+0.2%	+$171	﹤0.01%	1214
2020 Q3	$78K	Sell	1,422 -72	-5%	-$3.88K	﹤0.01%	1064
2020 Q2	$77K	Sell	1,494 -150	-9%	-$7.54K	﹤0.01%	1046
2020 Q1	$74K	Hold	1,644	–	–	0.01%	927
2019 Q4	$88K	Hold	1,644	–	–	0.01%	958
2019 Q3	$77K	Buy	+1,644	New	+$78.7K	0.01%	889

Other funds holding IHE

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

Bank of America

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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