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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

Other funds holding IHE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 29.84% 1-Year Est. Return

Wealthstreet Investment Advisors's IHE Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2021, closing a stake of 150 shares — an estimated $9K sold.

Wealthstreet Investment Advisors first reported a position in IHE in Q4 2017 and held it in 15 quarters. The position peaked at $1.14M in Q3 2020. 110 funds tracked by Wall St. Rank hold IHE as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 150 iShares US Pharmaceuticals ETF shares in Q3 2021, an estimated $9K.
  • Wealthstreet Investment Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's iShares US Pharmaceuticals ETF position peaked at $1.14M in Q3 2020.
  • 110 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.