Valeo Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Valeo Financial 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 Q2	–	Sell	-1,242	Closed	-$74K	–	1124
2021 Q1	$74K	Hold	1,242	–	–	﹤0.01%	717
2020 Q4	$74K	Hold	1,242	–	–	﹤0.01%	651
2020 Q3	$68K	Hold	1,242	–	–	0.01%	568
2020 Q2	$64K	Hold	1,242	–	–	0.01%	637
2020 Q1	$60K	Sell	1,242 -45	-3%	-$2.27K	0.01%	543
2019 Q4	$69K	Hold	1,287	–	–	0.01%	543
2019 Q3	$60K	Buy	1,287 +45	+4%	+$2.15K	0.01%	544
2019 Q2	$62K	Hold	1,242	–	–	0.01%	543
2019 Q1	$64K	Hold	1,242	–	–	0.01%	510
2018 Q4	$58K	Hold	1,242	–	–	0.01%	494
2018 Q3	$63K	Hold	1,242	–	–	0.01%	505
2018 Q2	$68K	Hold	1,242	–	–	0.01%	482
2018 Q1	$61K	Hold	1,242	–	–	0.01%	455
2017 Q4	$64K	Hold	1,242	–	–	0.01%	430
2017 Q3	$65K	Buy	+1,242	New	+$63.8K	0.01%	361

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 40.89% 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

Valeo Financial Advisors's IHE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2021, closing a stake of 1,242 shares — an estimated $74K sold.

Valeo Financial Advisors first reported a position in IHE in Q3 2017 and held it in 15 quarters. The position peaked at $74K in Q1 2021. 101 funds tracked by Wall St. Rank hold IHE as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,242 iShares US Pharmaceuticals ETF shares in Q2 2021, an estimated $74K.
Valeo Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's iShares US Pharmaceuticals ETF position peaked at $74K in Q1 2021.
101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.