Southern Capital Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Southern Capital Advisors’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	-40,280	Closed	-$2.84M	–	77
2024 Q3	$2.84M	Buy	40,280 +448	+1%	+$31.2K	1.6%	18
2024 Q2	$2.64M	Buy	39,832 +948	+2%	+$62.1K	1.62%	17
2024 Q1	$2.64M	Buy	+38,884	New	+$2.57M	1.6%	19
2022 Q2	–	Sell	-16,005	Closed	-$1.04M	–	74
2022 Q1	$1.04M	Buy	+16,005	New	+$1.01M	0.71%	25

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Southern Capital Advisors's IHE Position: Q4 2024 in Review

Southern Capital Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2024, closing a stake of 40,280 shares — an estimated $2.84M sold.

Southern Capital Advisors first reported a position in IHE in Q1 2022 and held it in 4 quarters. The position peaked at $2.84M in Q3 2024. 155 funds tracked by Wall St. Rank hold IHE as of Q4 2024.

Southern Capital Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
Southern Capital Advisors sold 40,280 iShares US Pharmaceuticals ETF shares in Q4 2024, an estimated $2.84M.
Southern Capital Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and held it in 4 quarters.
Southern Capital Advisors's iShares US Pharmaceuticals ETF position peaked at $2.84M in Q3 2024.
155 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2024.

Based on Southern Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.