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

Cutler 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 Q1	–	Sell	-51	Closed	-$3K	–	2871
2023 Q4	$3K	Hold	51	–	–	﹤0.01%	2963
2023 Q3	$3K	Buy	+51	New	+$3.13K	﹤0.01%	3101
2023 Q1	–	Sell	-900	Closed	-$55K	–	4230
2022 Q4	$55K	Hold	900	–	–	﹤0.01%	1507
2022 Q3	$50K	Hold	900	–	–	﹤0.01%	1887
2022 Q2	$57K	Hold	900	–	–	﹤0.01%	1848
2022 Q1	$58K	Buy	+900	New	+$57.1K	﹤0.01%	2128
2021 Q4	–	Sell	-300	Closed	-$18K	–	5681
2021 Q3	$18K	Sell	300 -1,500	-83%	-$95.4K	﹤0.01%	3440
2021 Q2	$111K	Buy	+1,800	New	+$109K	0.01%	1783
2020 Q3	–	Sell	-4,803	Closed	-$259K	–	4939
2020 Q2	$246K	Sell	4,803 -3,600	-43%	-$181K	0.02%	757
2020 Q1	$376K	Buy	+8,403	New	+$424K	0.02%	660
2018 Q3	–	Sell	-300	Closed	-$15K	–	4371
2018 Q2	$15K	Buy	+300	New	+$14.9K	﹤0.01%	2377
2018 Q1	–	Sell	-1,800	Closed	-$92K	–	4794
2017 Q4	$92K	Hold	1,800	–	–	﹤0.01%	1428
2017 Q3	$93K	Buy	+1,800	New	+$92.4K	﹤0.01%	1722

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

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIC

Concord Investment Counsel Irvine, California $297M AUM

Cutler Group's IHE Position: Q1 2024 in Review

Cutler Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2024, closing a stake of 51 shares — an estimated $3K sold.

Cutler Group first reported a position in IHE in Q3 2017 and held it in 13 quarters. The position peaked at $376K in Q1 2020. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

Cutler Group reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 51 iShares US Pharmaceuticals ETF shares in Q1 2024, an estimated $3K.
Cutler Group first reported a position in iShares US Pharmaceuticals ETF in Q3 2017 and held it in 13 quarters.
Cutler Group's iShares US Pharmaceuticals ETF position peaked at $376K in Q1 2020.
143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.