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Addison Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Addison 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
2024
Q2 		– Sell
-63
Closed -$4.28K – 785
2024
Q1 		$4.28K Buy
+63
New +$4.17K ﹤0.01% 584

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MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Addison Advisors's IHE Position: Q2 2024 in Review

Addison Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2024, closing a stake of 63 shares — an estimated $4.28K sold.

Addison Advisors first reported a position in IHE in Q1 2024 and held it in 1 quarter. The position peaked at $4.28K in Q1 2024. 143 funds tracked by Wall St. Rank hold IHE as of Q2 2024.

  • Addison Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
  • Addison Advisors sold 63 iShares US Pharmaceuticals ETF shares in Q2 2024, an estimated $4.28K.
  • Addison Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and held it in 1 quarter.
  • Addison Advisors's iShares US Pharmaceuticals ETF position peaked at $4.28K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2024.

Based on Addison Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.