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	–	1554
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 $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

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

Sowell Financial Services's IHE Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2021, closing a stake of 1,425 shares — an estimated $85K sold.

Sowell Financial Services first reported a position in IHE in Q3 2019 and held it in 7 quarters. The position peaked at $88K in Q4 2019. 101 funds tracked by Wall St. Rank hold IHE as of Q2 2021.

Sowell Financial Services reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,425 iShares US Pharmaceuticals ETF shares in Q2 2021, an estimated $85K.
Sowell Financial Services first reported a position in iShares US Pharmaceuticals ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares US Pharmaceuticals ETF position peaked at $88K in Q4 2019.
101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.