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Western Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Western Wealth Management’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
2022
Q3 		– Sell
-3,426
Closed -$219K – 827
2022
Q2 		$219K Buy
3,426
+6
+0.2% +$381 0.01% 709
2022
Q1 		$222K Buy
+3,420
New +$217K 0.01% 761

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RJA
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Susquehanna International Group
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UBS Group
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Western Wealth Management's IHE Position: Q3 2022 in Review

Western Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2022, closing a stake of 3,426 shares — an estimated $219K sold.

Western Wealth Management first reported a position in IHE in Q1 2022 and held it in 2 quarters. The position peaked at $222K in Q1 2022. 113 funds tracked by Wall St. Rank hold IHE as of Q3 2022.

  • Western Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 3,426 iShares US Pharmaceuticals ETF shares in Q3 2022, an estimated $219K.
  • Western Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's iShares US Pharmaceuticals ETF position peaked at $222K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.