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Sutton Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Sutton Wealth 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
Q3 		$142K Hold
2,400
– – 0.07% 134
2023
Q2 		$143K Buy
+2,400
New +$143K 0.07% 138

Other funds holding IHE

Envestnet Asset Management
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Wealth Advisors's IHE Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares US Pharmaceuticals ETF (IHE) position steady in Q3 2023 at 2,400 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #134.

Sutton Wealth Advisors first reported a position in IHE in Q2 2023 and has held it in 2 quarters since. The position peaked at $143K in Q2 2023. 128 funds tracked by Wall St. Rank hold IHE as of Q3 2023.

  • Sutton Wealth Advisors held 2,400 shares of iShares US Pharmaceuticals ETF worth $142K as of Q3 2023.
  • Sutton Wealth Advisors left its iShares US Pharmaceuticals ETF share count unchanged in Q3 2023.
  • iShares US Pharmaceuticals ETF made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #134 holding.
  • Sutton Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $143K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.