Bessemer Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Bessemer Group’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	-165	Closed	-$11K	–	2082
2024 Q1	$11K	Hold	165	–	–	﹤0.01%	1537
2023 Q4	$10K	Hold	165	–	–	﹤0.01%	1599
2023 Q3	$10K	Hold	165	–	–	﹤0.01%	1581
2023 Q2	$10K	Hold	165	–	–	﹤0.01%	1650
2023 Q1	$10K	Hold	165	–	–	﹤0.01%	1479
2022 Q4	$10K	Hold	165	–	–	﹤0.01%	1442
2022 Q3	$9K	Hold	165	–	–	﹤0.01%	1577
2022 Q2	$11K	Hold	165	–	–	﹤0.01%	1368
2022 Q1	$11K	Hold	165	–	–	﹤0.01%	1361
2021 Q4	$11K	Hold	165	–	–	﹤0.01%	1395
2021 Q3	$10K	Hold	165	–	–	﹤0.01%	1373
2021 Q2	$10K	Hold	165	–	–	﹤0.01%	1344
2021 Q1	$10K	Buy	+165	New	+$9.95K	﹤0.01%	1302
2015 Q4	–	Sell	-45	Closed	-$2K	–	1648
2015 Q3	$2K	Hold	45	–	–	﹤0.01%	1471
2015 Q2	$3K	Sell	45 -1,755	-98%	-$103K	﹤0.01%	1419
2015 Q1	$103K	Hold	1,800	–	–	﹤0.01%	818
2014 Q4	$91K	Hold	1,800	–	–	﹤0.01%	818
2014 Q3	$84K	Hold	1,800	–	–	﹤0.01%	792
2014 Q2	$81K	Hold	1,800	–	–	﹤0.01%	803
2014 Q1	$76K	Sell	1,800 -2,340	-57%	-$98.1K	﹤0.01%	783
2013 Q4	$163K	Hold	4,140	–	–	﹤0.01%	681
2013 Q3	$147K	Hold	4,140	–	–	﹤0.01%	684
2013 Q2	$138K	Buy	+4,140	New	+$138K	﹤0.01%	607

Other funds holding IHE

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

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group's IHE Position: Q2 2024 in Review

Bessemer Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2024, closing a stake of 165 shares — an estimated $11K sold.

Bessemer Group first reported a position in IHE in Q2 2013 and held it in 23 quarters. The position peaked at $163K in Q4 2013. 143 funds tracked by Wall St. Rank hold IHE as of Q2 2024.

Bessemer Group reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
Bessemer Group sold 165 iShares US Pharmaceuticals ETF shares in Q2 2024, an estimated $11K.
Bessemer Group first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and held it in 23 quarters.
Bessemer Group's iShares US Pharmaceuticals ETF position peaked at $163K in Q4 2013.
143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2024.

Based on Bessemer Group's 13F filing for Q2 2024, filed 13 Aug 2024.