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WIA
Wealthstreet Investment Advisors’s
iShares US Pharmaceuticals ETF
IHE
Stock Holding History
Wealthstreet Investment 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
Q3
–
Sell
-150
Closed
-$9K
–
81
2021
Q2
$9K
Sell
150
-17,724
-99%
-$1.08M
0.05%
82
2021
Q1
$1.06M
Buy
17,874
+189
+1%
+$11.4K
0.1%
167
2020
Q4
$1.06M
Sell
17,685
-3,210
-15%
-$183K
0.11%
162
2020
Q3
$1.14M
Buy
20,895
+435
+2%
+$23.5K
0.13%
143
2020
Q2
$1.05M
Buy
20,460
+9,375
+85%
+$471K
0.13%
141
2020
Q1
$497K
Buy
11,085
+3,585
+48%
+$181K
0.07%
191
2019
Q4
$400K
Hold
7,500
–
–
0.05%
252
2019
Q3
$366K
Sell
7,500
-1,380
-16%
-$66.1K
0.05%
255
2019
Q2
$446K
Hold
8,880
–
–
0.06%
239
2019
Q1
$456K
Sell
8,880
-30
-0.3%
-$1.49K
0.06%
237
2018
Q4
$425K
Sell
8,910
-6,000
-40%
-$308K
0.06%
230
2018
Q3
$834K
Sell
14,910
-465
-3%
-$25.4K
0.1%
178
2018
Q2
$776K
Buy
15,375
+90
+0.6%
+$4.46K
0.1%
183
2018
Q1
$752K
Buy
15,285
+4,218
+38%
+$217K
0.09%
184
2017
Q4
$570K
Buy
+11,067
New
+$569K
0.07%
218
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$19.6B AUM
22.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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