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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
2022
Q4 		– Sell
-600
Closed -$3K – 4759
2022
Q3 		$3K Buy
+600
New +$37K ﹤0.01% 3969
2020
Q4 		– Sell
-2,100
Closed -$3K – 5104
2020
Q3 		$3K Buy
2,100
+1,200
+133% +$64.7K ﹤0.01% 3833
2020
Q2 		$2K Buy
900
+300
+50% +$15.1K ﹤0.01% 3772
2020
Q1 		$6K Sell
600
-6,300
-91% -$318K ﹤0.01% 2992
2019
Q4 		$1K Buy
+6,900
New +$340K ﹤0.01% 3689
2016
Q4 		– Sell
-6,000
Closed -$4K – 6866
2016
Q3 		$4K Buy
+6,000
New +$304K ﹤0.01% 5140

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

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.