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RiverFront Investment Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

RiverFront 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
2024
Q1 		– Sell
-138,858
Closed -$7.02M – 135
2023
Q4 		$7.02M Buy
138,858
+1,542
+1% +$90.6K 0.22% 58
2023
Q3 		$6.39M Sell
137,316
-837
-0.6% -$51.3K 0.23% 57
2023
Q2 		$6.23M Buy
138,153
+41,649
+43% +$2.48M 0.2% 56
2023
Q1 		$5.64M Buy
+96,504
New +$5.81M 0.2% 55

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
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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Brown Advisory
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM

RiverFront Investment Group's IHE Position: Q1 2024 in Review

RiverFront Investment Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2024, closing a stake of 138,858 shares — an estimated $7.02M sold.

RiverFront Investment Group first reported a position in IHE in Q1 2023 and held it in 4 quarters. The position peaked at $7.02M in Q4 2023. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

  • RiverFront Investment Group reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
  • RiverFront Investment Group sold 138,858 iShares US Pharmaceuticals ETF shares in Q1 2024, an estimated $7.02M.
  • RiverFront Investment Group first reported a position in iShares US Pharmaceuticals ETF in Q1 2023 and held it in 4 quarters.
  • RiverFront Investment Group's iShares US Pharmaceuticals ETF position peaked at $7.02M in Q4 2023.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on RiverFront Investment Group's 13F filing for Q1 2024, filed 2 May 2024.