Essex Financial Services’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Essex Financial Services’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 Q3	–	Sell	-4,101	Closed	-$280K	–	641
2024 Q2	$280K	Hold	4,101	–	–	0.02%	500
2024 Q1	$278K	Hold	4,101	–	–	0.03%	437
2023 Q4	$253K	Hold	4,101	–	–	0.03%	434
2023 Q3	$242K	Hold	4,101	–	–	0.03%	412
2023 Q2	$245K	Hold	4,101	–	–	0.03%	404
2023 Q1	$240K	Hold	4,101	–	–	0.03%	429
2022 Q4	$254K	Hold	4,101	–	–	0.03%	405
2022 Q3	$232K	Hold	4,101	–	–	0.03%	400
2022 Q2	$262K	Hold	4,101	–	–	0.03%	389
2022 Q1	$266K	Buy	4,101 +801	+24%	+$50.8K	0.03%	412
2021 Q4	$220K	Hold	3,300	–	–	0.02%	455
2021 Q3	$201K	Hold	3,300	–	–	0.02%	447
2021 Q2	$204K	Buy	+3,300	New	+$201K	0.03%	434
2018 Q2	–	Sell	-4,200	Closed	-$207K	–	310
2018 Q1	$207K	Buy	+4,200	New	+$216K	0.04%	327
2016 Q2	–	Sell	-4,890	Closed	-$223K	–	311
2016 Q1	$223K	Hold	4,890	–	–	0.06%	269
2015 Q4	$264K	Hold	4,890	–	–	0.06%	250
2015 Q3	$241K	Buy	4,890 +1,020	+26%	+$58.5K	0.06%	270
2015 Q2	$226K	Hold	3,870	–	–	0.06%	288
2015 Q1	$222K	Sell	3,870 -1,422	-27%	-$77.8K	0.06%	286
2014 Q4	$267K	Hold	5,292	–	–	0.07%	247
2014 Q3	$248K	Hold	5,292	–	–	0.07%	246
2014 Q2	$238K	Hold	5,292	–	–	0.07%	259
2014 Q1	$223K	Hold	5,292	–	–	0.07%	253
2013 Q4	$208K	Buy	+5,292	New	+$199K	0.07%	259

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Essex Financial Services's IHE Position: Q3 2024 in Review

Essex Financial Services sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2024, closing a stake of 4,101 shares — an estimated $280K sold.

Essex Financial Services first reported a position in IHE in Q4 2013 and held it in 24 quarters. The position peaked at $280K in Q2 2024. 143 funds tracked by Wall St. Rank hold IHE as of Q3 2024.

Essex Financial Services reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2024 after selling out during the quarter.
Essex Financial Services sold 4,101 iShares US Pharmaceuticals ETF shares in Q3 2024, an estimated $280K.
Essex Financial Services first reported a position in iShares US Pharmaceuticals ETF in Q4 2013 and held it in 24 quarters.
Essex Financial Services's iShares US Pharmaceuticals ETF position peaked at $280K in Q2 2024.
143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2024.

Based on Essex Financial Services's 13F filing for Q3 2024, filed 24 Oct 2024.