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Curi RMB Capital’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Curi RMB Capital’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
-4,563
Closed -$269K – 521
2023
Q3 		$269K Hold
4,563
– – 0.01% 444
2023
Q2 		$272K Hold
4,563
– – 0.01% 449
2023
Q1 		$267K Buy
+4,563
New +$275K 0.01% 436

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
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

Curi RMB Capital's IHE Position: Q4 2023 in Review

Curi RMB Capital sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2023, closing a stake of 4,563 shares — an estimated $269K sold.

Curi RMB Capital first reported a position in IHE in Q1 2023 and held it in 3 quarters. The position peaked at $272K in Q2 2023. 137 funds tracked by Wall St. Rank hold IHE as of Q4 2023.

  • Curi RMB Capital reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2023 after selling out during the quarter.
  • Curi RMB Capital sold 4,563 iShares US Pharmaceuticals ETF shares in Q4 2023, an estimated $269K.
  • Curi RMB Capital first reported a position in iShares US Pharmaceuticals ETF in Q1 2023 and held it in 3 quarters.
  • Curi RMB Capital's iShares US Pharmaceuticals ETF position peaked at $272K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2023.

Based on Curi RMB Capital's 13F filing for Q4 2023, filed 14 Feb 2024.