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

V 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
2023 Q3	–	Sell	-4,113	Closed	-$246K	–	224
2023 Q2	$246K	Sell	4,113 -12	-0.3%	-$713	0.04%	322
2023 Q1	$241K	Buy	4,125 +3	+0.1%	+$181	0.05%	329
2022 Q4	$256K	Buy	4,122 +3	+0.1%	+$180	0.05%	301
2022 Q3	$232K	Buy	4,119 +3	+0.1%	+$185	0.05%	332
2022 Q2	$263K	Buy	4,116 +3	+0.1%	+$190	0.05%	338
2022 Q1	$266K	Buy	4,113 +588	+17%	+$37.3K	0.04%	368
2021 Q4	$235K	Hold	3,525	–	–	0.03%	401
2021 Q3	$215K	Sell	3,525 -90	-2%	-$5.72K	0.03%	430
2021 Q2	$224K	Buy	3,615 +90	+3%	+$5.47K	0.04%	428
2021 Q1	$209K	Hold	3,525	–	–	0.04%	399
2020 Q4	$211K	Buy	+3,525	New	+$201K	0.04%	355

Other funds holding IHE

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

RJA

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

V Wealth Advisors's IHE Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2023, closing a stake of 4,113 shares — an estimated $246K sold.

V Wealth Advisors first reported a position in IHE in Q4 2020 and held it in 11 quarters. The position peaked at $266K in Q1 2022. 128 funds tracked by Wall St. Rank hold IHE as of Q3 2023.

V Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,113 iShares US Pharmaceuticals ETF shares in Q3 2023, an estimated $246K.
V Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2020 and held it in 11 quarters.
V Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $266K in Q1 2022.
128 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.