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Cetera Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Cetera Advisors’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
Q1 		$265K Buy
+3,905
New +$258K ﹤0.01% 2024
2021
Q4 		– Sell
-5,106
Closed -$312K – 1481
2021
Q3 		$312K Buy
+5,106
New +$325K 0.01% 1077
2019
Q2 		– Sell
-2,610
Closed -$134K – 1102
2019
Q1 		$134K Buy
+2,610
New +$130K 0.01% 850

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM

Cetera Advisors's IHE Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q1 2024: 3,905 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IHE as recently as Q3 2021.

Cetera Advisors first reported a position in IHE in Q1 2019 and has held it in 3 quarters since. The position peaked at $312K in Q3 2021. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

  • Cetera Advisors held 3,905 shares of iShares US Pharmaceuticals ETF worth $265K as of Q1 2024.
  • iShares US Pharmaceuticals ETF was a new Cetera Advisors position in Q1 2024.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2024 holding.
  • Cetera Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2019 and has held it in 3 quarters since.
  • Cetera Advisors's iShares US Pharmaceuticals ETF position peaked at $312K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.