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Sandy Spring Bank’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Sandy Spring Bank’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
-318
Closed -$21.6K – 1299
2024
Q1 		$21.6K Hold
318
– – ﹤0.01% 731
2023
Q4 		$19.7K Hold
318
– – ﹤0.01% 705
2023
Q3 		$18.8K Hold
318
– – ﹤0.01% 718
2023
Q2 		$19K Hold
318
– – ﹤0.01% 724
2023
Q1 		$18.6K Hold
318
– – ﹤0.01% 710
2022
Q4 		$19.7K Hold
318
– – ﹤0.01% 695
2022
Q3 		$18K Buy
+318
New +$19.6K ﹤0.01% 693

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sandy Spring Bank's IHE Position: Q2 2024 in Review

Sandy Spring Bank sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2024, closing a stake of 318 shares — an estimated $21.6K sold.

Sandy Spring Bank first reported a position in IHE in Q3 2022 and held it in 7 quarters. The position peaked at $21.6K in Q1 2024. 143 funds tracked by Wall St. Rank hold IHE as of Q2 2024.

  • Sandy Spring Bank reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 318 iShares US Pharmaceuticals ETF shares in Q2 2024, an estimated $21.6K.
  • Sandy Spring Bank first reported a position in iShares US Pharmaceuticals ETF in Q3 2022 and held it in 7 quarters.
  • Sandy Spring Bank's iShares US Pharmaceuticals ETF position peaked at $21.6K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.