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Rockport Wealth’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Rockport Wealth’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
Q4 		– Sell
-205,662
Closed -$14.5M – 71
2024
Q3 		$14.5M Buy
205,662
+23,347
+13% +$1.63M 3.87% 10
2024
Q2 		$12.1M Buy
+182,315
New +$11.9M 5.1% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Rockport Wealth's IHE Position: Q4 2024 in Review

Rockport Wealth sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2024, closing a stake of 205,662 shares — an estimated $14.5M sold.

Rockport Wealth first reported a position in IHE in Q2 2024 and held it in 2 quarters. The position peaked at $14.5M in Q3 2024. 155 funds tracked by Wall St. Rank hold IHE as of Q4 2024.

  • Rockport Wealth reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
  • Rockport Wealth sold 205,662 iShares US Pharmaceuticals ETF shares in Q4 2024, an estimated $14.5M.
  • Rockport Wealth first reported a position in iShares US Pharmaceuticals ETF in Q2 2024 and held it in 2 quarters.
  • Rockport Wealth's iShares US Pharmaceuticals ETF position peaked at $14.5M in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2024.

Based on Rockport Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.