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

Stonebridge 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
2023
Q2 		– Sell
-111
Closed -$6.49K – 962
2023
Q1 		$6.49K Buy
+111
New +$6.69K ﹤0.01% 673

Other funds holding IHE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonebridge Capital Advisors's IHE Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2023, closing a stake of 111 shares — an estimated $6.49K sold.

Stonebridge Capital Advisors first reported a position in IHE in Q1 2023 and held it in 1 quarter. The position peaked at $6.49K in Q1 2023. 120 funds tracked by Wall St. Rank hold IHE as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 111 iShares US Pharmaceuticals ETF shares in Q2 2023, an estimated $6.49K.
  • Stonebridge Capital Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's iShares US Pharmaceuticals ETF position peaked at $6.49K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.