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

Provenance 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
Q2 		– Sell
-210
Closed -$14.3K – 534
2024
Q1 		$14.3K Hold
210
– – ﹤0.01% 297
2023
Q4 		$13K Buy
+210
New +$12.3K ﹤0.01% 291

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Provenance Wealth Advisors's IHE Position: Q2 2024 in Review

Provenance Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2024, closing a stake of 210 shares — an estimated $14.3K sold.

Provenance Wealth Advisors first reported a position in IHE in Q4 2023 and held it in 2 quarters. The position peaked at $14.3K in Q1 2024. 143 funds tracked by Wall St. Rank hold IHE as of Q2 2024.

  • Provenance Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 210 iShares US Pharmaceuticals ETF shares in Q2 2024, an estimated $14.3K.
  • Provenance Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2023 and held it in 2 quarters.
  • Provenance Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $14.3K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2024.

Based on Provenance Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2025.