StrategIQ Financial Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

StrategIQ Financial 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
2023 Q4	$238K	Hold	3,855	–	–	0.03%	285
2023 Q3	$227K	Hold	3,855	–	–	0.03%	281
2023 Q2	$230K	Hold	3,855	–	–	0.03%	286
2023 Q1	$225K	Hold	3,855	–	–	0.03%	268
2022 Q4	$239K	Hold	3,855	–	–	0.03%	256
2022 Q3	$218K	Hold	3,855	–	–	0.03%	257
2022 Q2	$246K	Hold	3,855	–	–	0.03%	255
2022 Q1	$250K	Hold	3,855	–	–	0.03%	269
2021 Q4	$257K	Buy	+3,855	New	+$245K	0.03%	264

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

StrategIQ Financial Group's IHE Position: Q4 2023 in Review

StrategIQ Financial Group held its iShares US Pharmaceuticals ETF (IHE) position steady in Q4 2023 at 3,855 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #285.

StrategIQ Financial Group first reported a position in IHE in Q4 2021 and has held it in 9 quarters since. The position peaked at $257K in Q4 2021. 137 funds tracked by Wall St. Rank hold IHE as of Q4 2023.

StrategIQ Financial Group held 3,855 shares of iShares US Pharmaceuticals ETF worth $238K as of Q4 2023.
StrategIQ Financial Group left its iShares US Pharmaceuticals ETF share count unchanged in Q4 2023.
iShares US Pharmaceuticals ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #285 holding.
StrategIQ Financial Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2021 and has held it in 9 quarters since.
StrategIQ Financial Group's iShares US Pharmaceuticals ETF position peaked at $257K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.