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Sound View Wealth Advisors Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Sound View Wealth Advisors 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
-8,178
Closed -$505K – 382
2023
Q4 		$505K Buy
+8,178
New +$481K 0.06% 233
2023
Q1 		– Sell
-8,178
Closed -$505K – 388
2022
Q4 		$505K Buy
+8,178
New +$492K 0.06% 233

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $64.6B AUM 18.98% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 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
CIC
Concord Investment Counsel Irvine, California $366M AUM 38.82% 1-Year Est. Return

Sound View Wealth Advisors Group's IHE Position: Q1 2024 in Review

Sound View Wealth Advisors Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2024, closing a stake of 8,178 shares — an estimated $505K sold.

Sound View Wealth Advisors Group first reported a position in IHE in Q4 2022 and held it in 2 quarters. The position peaked at $505K in Q4 2023. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

  • Sound View Wealth Advisors Group reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 8,178 iShares US Pharmaceuticals ETF shares in Q1 2024, an estimated $505K.
  • Sound View Wealth Advisors Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2022 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's iShares US Pharmaceuticals ETF position peaked at $505K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2024, filed 9 May 2024.