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

Cassady Schiller 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
2024 Q4	$59.1K	Hold	900	–	–	0.02%	195
2024 Q3	$63.5K	Hold	900	–	–	0.02%	186
2024 Q2	$59.7K	Hold	900	–	–	0.02%	185
2024 Q1	$61.1K	Hold	900	–	–	0.03%	199
2023 Q4	$55.6K	Hold	900	–	–	0.03%	194
2023 Q3	$53.1K	Hold	900	–	–	0.03%	189
2023 Q2	$53.7K	Hold	900	–	–	0.03%	186
2023 Q1	$52.6K	Hold	900	–	–	0.02%	192
2022 Q4	$55.8K	Buy	+900	New	+$54.1K	0.03%	185
2022 Q1	–	Sell	-900	Closed	-$60K	–	336
2021 Q4	$60K	Buy	+900	New	+$57.1K	0.04%	186

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cassady Schiller Wealth Management's IHE Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares US Pharmaceuticals ETF (IHE) position steady in Q4 2024 at 900 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #195.

Cassady Schiller Wealth Management first reported a position in IHE in Q4 2021 and has held it in 10 quarters since. The position peaked at $63.5K in Q3 2024. 155 funds tracked by Wall St. Rank hold IHE as of Q4 2024.

Cassady Schiller Wealth Management held 900 shares of iShares US Pharmaceuticals ETF worth $59.1K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares US Pharmaceuticals ETF share count unchanged in Q4 2024.
iShares US Pharmaceuticals ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #195 holding.
Cassady Schiller Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's iShares US Pharmaceuticals ETF position peaked at $63.5K in Q3 2024.
155 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.