Bartlett & Co’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Bartlett & Co’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
2023 Q4	$6K	Hold	90	–	–	﹤0.01%	1056
2023 Q3	$5K	Hold	90	–	–	﹤0.01%	989
2023 Q2	$5K	Hold	90	–	–	﹤0.01%	987
2023 Q1	$5K	Hold	90	–	–	﹤0.01%	893
2022 Q4	$6K	Hold	90	–	–	﹤0.01%	891
2022 Q3	$5K	Hold	90	–	–	﹤0.01%	920
2022 Q2	$6K	Hold	90	–	–	﹤0.01%	976
2022 Q1	$6K	Buy	+90	New	+$5.71K	﹤0.01%	890
2021 Q4	–	Sell	-90	Closed	-$5K	–	627
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	764
2021 Q2	$6K	Hold	90	–	–	﹤0.01%	736
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	788
2020 Q4	$5K	Hold	90	–	–	﹤0.01%	790
2020 Q3	$5K	Hold	90	–	–	﹤0.01%	737
2020 Q2	$5K	Hold	90	–	–	﹤0.01%	737
2020 Q1	$4K	Buy	+90	New	+$4.54K	﹤0.01%	737
2019 Q3	$4K	Hold	90	–	–	﹤0.01%	788
2019 Q2	$5K	Hold	90	–	–	﹤0.01%	626
2019 Q1	$5K	Hold	90	–	–	﹤0.01%	610
2018 Q4	$4K	Hold	90	–	–	﹤0.01%	630
2018 Q3	$5K	Hold	90	–	–	﹤0.01%	638
2018 Q2	$5K	Hold	90	–	–	﹤0.01%	635
2018 Q1	$4K	Hold	90	–	–	﹤0.01%	663
2017 Q4	$5K	Hold	90	–	–	﹤0.01%	631
2017 Q3	$5K	Hold	90	–	–	﹤0.01%	613
2017 Q2	$5K	Hold	90	–	–	﹤0.01%	619
2017 Q1	$5K	Hold	90	–	–	﹤0.01%	642
2016 Q4	$4K	Hold	90	–	–	﹤0.01%	644
2016 Q3	$4K	Hold	90	–	–	﹤0.01%	643
2016 Q2	$4K	Hold	90	–	–	﹤0.01%	657
2016 Q1	$4K	Hold	90	–	–	﹤0.01%	650
2015 Q4	$5K	Hold	90	–	–	﹤0.01%	657
2015 Q3	$4K	Hold	90	–	–	﹤0.01%	672
2015 Q2	$5K	Hold	90	–	–	﹤0.01%	665
2015 Q1	$5K	Hold	90	–	–	﹤0.01%	660
2014 Q4	$5K	Hold	90	–	–	﹤0.01%	680
2014 Q3	$4K	Hold	90	–	–	﹤0.01%	650
2014 Q2	$4K	Hold	90	–	–	﹤0.01%	670
2014 Q1	$4K	Hold	90	–	–	﹤0.01%	655
2013 Q4	$4K	Hold	90	–	–	﹤0.01%	635
2013 Q3	$3K	Hold	90	–	–	﹤0.01%	693
2013 Q2	$3K	Buy	+90	New	+$2.99K	﹤0.01%	684

Other funds holding IHE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co's IHE Position: Q4 2023 in Review

Bartlett & Co held its iShares US Pharmaceuticals ETF (IHE) position steady in Q4 2023 at 90 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Bartlett & Co first reported a position in IHE in Q2 2013 and has held it in 41 quarters since. 137 funds tracked by Wall St. Rank hold IHE as of Q4 2023.

Bartlett & Co held 90 shares of iShares US Pharmaceuticals ETF worth $6K as of Q4 2023.
Bartlett & Co left its iShares US Pharmaceuticals ETF share count unchanged in Q4 2023.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1056 holding.
Bartlett & Co first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and has held it in 41 quarters since.
137 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.