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

SteelPeak 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
Q1 		– Sell
-3,534
Closed -$218K – 509
2023
Q4 		$218K Buy
3,534
+27
+0.8% +$1.59K 0.01% 378
2023
Q3 		$208K Buy
+3,507
New +$215K 0.01% 378

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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

SteelPeak Wealth's IHE Position: Q1 2024 in Review

SteelPeak Wealth sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2024, closing a stake of 3,534 shares — an estimated $218K sold.

SteelPeak Wealth first reported a position in IHE in Q3 2023 and held it in 2 quarters. The position peaked at $218K in Q4 2023. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

  • SteelPeak Wealth reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 3,534 iShares US Pharmaceuticals ETF shares in Q1 2024, an estimated $218K.
  • SteelPeak Wealth first reported a position in iShares US Pharmaceuticals ETF in Q3 2023 and held it in 2 quarters.
  • SteelPeak Wealth's iShares US Pharmaceuticals ETF position peaked at $218K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.