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EP Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

EP Wealth 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
Q4 		– Sell
-2,220
Closed -$157K – 1282
2024
Q3 		$157K Buy
+2,220
New +$155K ﹤0.01% 1094

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EP Wealth Advisors's IHE Position: Q4 2024 in Review

EP Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2024, closing a stake of 2,220 shares — an estimated $157K sold.

EP Wealth Advisors first reported a position in IHE in Q3 2024 and held it in 1 quarter. The position peaked at $157K in Q3 2024. 155 funds tracked by Wall St. Rank hold IHE as of Q4 2024.

  • EP Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 2,220 iShares US Pharmaceuticals ETF shares in Q4 2024, an estimated $157K.
  • EP Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $157K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.