Retirement Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Retirement 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
2024 Q1	$815	Hold	12	–	–	﹤0.01%	739
2023 Q4	$742	Hold	12	–	–	﹤0.01%	723
2023 Q3	$708	Hold	12	–	–	﹤0.01%	662
2023 Q2	$716	Hold	12	–	–	﹤0.01%	696
2023 Q1	$1K	Hold	12	–	–	﹤0.01%	639
2022 Q4	$1K	Buy	+12	New	+$722	﹤0.01%	575
2022 Q3	–	Sell	-12	Closed	-$1K	–	636
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	683
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	685
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	662
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	577
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	615
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	682
2020 Q4	$0	Hold	12	–	–	﹤0.01%	685
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	610
2020 Q2	$1K	Buy	+12	New	+$603	﹤0.01%	595
2019 Q4	$1K	Buy	+12	New	+$592	﹤0.01%	600

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

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIC

Concord Investment Counsel Irvine, California $297M AUM

Retirement Group's IHE Position: Q1 2024 in Review

Retirement Group held its iShares US Pharmaceuticals ETF (IHE) position steady in Q1 2024 at 12 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Retirement Group first reported a position in IHE in Q4 2019 and has held it in 16 quarters since. The position peaked at $1K in Q1 2023. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

Retirement Group held 12 shares of iShares US Pharmaceuticals ETF worth $815 as of Q1 2024.
Retirement Group left its iShares US Pharmaceuticals ETF share count unchanged in Q1 2024.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #739 holding.
Retirement Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares US Pharmaceuticals ETF position peaked at $1K in Q1 2023.
143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.