DT Investment Partners’s iShares US Pharmaceuticals ETF IHE Stock Holding History

DT Investment Partners’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	–	Sell	-300	Closed	-$21.2K	–	586
2024 Q3	$21.2K	Hold	300	–	–	﹤0.01%	346
2024 Q2	$19.9K	Hold	300	–	–	﹤0.01%	311
2024 Q1	$20.4K	Hold	300	–	–	﹤0.01%	285
2023 Q4	$19.2K	Hold	300	–	–	﹤0.01%	284
2023 Q3	$17.7K	Hold	300	–	–	﹤0.01%	268
2023 Q2	$18.1K	Buy	+300	New	+$17.8K	﹤0.01%	271

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

DT Investment Partners's IHE Position: Q4 2024 in Review

DT Investment Partners sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2024, closing a stake of 300 shares — an estimated $21.2K sold.

DT Investment Partners first reported a position in IHE in Q2 2023 and held it in 6 quarters. The position peaked at $21.2K in Q3 2024. 155 funds tracked by Wall St. Rank hold IHE as of Q4 2024.

DT Investment Partners reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
DT Investment Partners sold 300 iShares US Pharmaceuticals ETF shares in Q4 2024, an estimated $21.2K.
DT Investment Partners first reported a position in iShares US Pharmaceuticals ETF in Q2 2023 and held it in 6 quarters.
DT Investment Partners's iShares US Pharmaceuticals ETF position peaked at $21.2K in Q3 2024.
155 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2024.

Based on DT Investment Partners's 13F filing for Q4 2024, filed 30 Jan 2025.