Atria Wealth Solutions’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Atria Wealth Solutions’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	-3,150	Closed	-$214K	–	1994
2024 Q1	$214K	Sell	3,150 -6,984	-69%	-$462K	﹤0.01%	1783
2023 Q4	$626K	Buy	10,134 +870	+9%	+$51.1K	0.01%	1097
2023 Q3	$549K	Sell	9,264 -12,120	-57%	-$744K	0.01%	1091
2023 Q2	$1.28M	Buy	21,384 +6,225	+41%	+$370K	0.02%	742
2023 Q1	$886K	Buy	15,159 +3,444	+29%	+$207K	0.01%	843
2022 Q4	$727K	Sell	11,715 -1,383	-11%	-$83.2K	0.01%	903
2022 Q3	$740K	Sell	13,098 -52,233	-80%	-$3.22M	0.01%	833
2022 Q2	$4.17M	Buy	65,331 +56,913	+676%	+$3.61M	0.08%	262
2022 Q1	$545K	Buy	+8,418	New	+$534K	0.01%	1020

Other funds holding IHE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

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

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Wealth Solutions's IHE Position: Q2 2024 in Review

Atria Wealth Solutions sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2024, closing a stake of 3,150 shares — an estimated $214K sold.

Atria Wealth Solutions first reported a position in IHE in Q1 2022 and held it in 9 quarters. The position peaked at $4.17M in Q2 2022. 143 funds tracked by Wall St. Rank hold IHE as of Q2 2024.

Atria Wealth Solutions reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 3,150 iShares US Pharmaceuticals ETF shares in Q2 2024, an estimated $214K.
Atria Wealth Solutions first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's iShares US Pharmaceuticals ETF position peaked at $4.17M in Q2 2022.
143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.