Oliver Lagore Vanvalin Investment Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q4	–	Sell	-129	Closed	-$7.52K	–	821
2023 Q3	$7.52K	Hold	129	–	–	﹤0.01%	488
2023 Q2	$7.62K	Buy	129 +3	+2%	+$178	﹤0.01%	514
2023 Q1	$7.43K	Hold	126	–	–	﹤0.01%	433
2022 Q4	$7.86K	Hold	126	–	–	﹤0.01%	395
2022 Q3	$7K	Hold	126	–	–	﹤0.01%	390
2022 Q2	$8K	Hold	126	–	–	﹤0.01%	361
2022 Q1	$8K	Buy	+126	New	+$7.99K	0.01%	355

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IHE Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2023, closing a stake of 129 shares — an estimated $7.52K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IHE in Q1 2022 and held it in 7 quarters. The position peaked at $8K in Q2 2022. 137 funds tracked by Wall St. Rank hold IHE as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 129 iShares US Pharmaceuticals ETF shares in Q4 2023, an estimated $7.52K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and held it in 7 quarters.
Oliver Lagore Vanvalin Investment Group's iShares US Pharmaceuticals ETF position peaked at $8K in Q2 2022.
137 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.