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

Baystate 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
2023 Q4	$12.4K	Buy	+201	New	+$11.8K	﹤0.01%	678

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.08B AUM 58.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baystate Wealth Management's IHE Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q4 2023: 201 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings.

137 funds tracked by Wall St. Rank hold IHE as of Q4 2023.

Baystate Wealth Management held 201 shares of iShares US Pharmaceuticals ETF worth $12.4K as of Q4 2023.
iShares US Pharmaceuticals ETF was a new Baystate Wealth Management position in Q4 2023.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #678 holding.
137 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.