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Capital Investment Advisory Services’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Capital Investment Advisory Services’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 		– Sell
-60
Closed -$3.54K – 998
2023
Q3 		$3.54K Buy
+60
New +$3.68K ﹤0.01% 874

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Investment Advisory Services's IHE Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2023, closing a stake of 60 shares — an estimated $3.54K sold.

Capital Investment Advisory Services first reported a position in IHE in Q3 2023 and held it in 1 quarter. The position peaked at $3.54K in Q3 2023. 137 funds tracked by Wall St. Rank hold IHE as of Q4 2023.

  • Capital Investment Advisory Services reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 60 iShares US Pharmaceuticals ETF shares in Q4 2023, an estimated $3.54K.
  • Capital Investment Advisory Services first reported a position in iShares US Pharmaceuticals ETF in Q3 2023 and held it in 1 quarter.
  • Capital Investment Advisory Services's iShares US Pharmaceuticals ETF position peaked at $3.54K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.