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

TRUE Private 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
2021 Q1	–	Sell	-120	Closed	-$7K	–	454
2020 Q4	$7K	Hold	120	–	–	﹤0.01%	573
2020 Q3	$6K	Hold	120	–	–	﹤0.01%	545
2020 Q2	$6K	Hold	120	–	–	﹤0.01%	537
2020 Q1	$5K	Hold	120	–	–	﹤0.01%	521
2019 Q4	$6K	Buy	+120	New	+$5.92K	﹤0.01%	652
2019 Q3	–	Sell	-120	Closed	-$6K	–	462
2019 Q2	$6K	Buy	+120	New	+$5.93K	﹤0.01%	608
2018 Q4	–	Sell	-120	Closed	-$6.73K	–	565
2018 Q3	$6.73K	Buy	+120	New	+$6.56K	﹤0.01%	835

Other funds holding IHE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

RJA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MCM

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TRUE Private Wealth Advisors's IHE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2021, closing a stake of 120 shares — an estimated $7K sold.

TRUE Private Wealth Advisors first reported a position in IHE in Q3 2018 and held it in 7 quarters. The position peaked at $7K in Q4 2020. 101 funds tracked by Wall St. Rank hold IHE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 120 iShares US Pharmaceuticals ETF shares in Q1 2021, an estimated $7K.
TRUE Private Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $7K in Q4 2020.
101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.