TD Private Client Wealth’s iShares US Pharmaceuticals ETF IHE Stock Holding History

TD Private Client 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	-210	Closed	-$13K	–	1242
2023 Q4	$13K	Sell	210 -159	-43%	-$9.35K	﹤0.01%	1011
2023 Q3	$21.8K	Hold	369	–	–	﹤0.01%	921
2023 Q2	$22K	Hold	369	–	–	﹤0.01%	930
2023 Q1	$21.6K	Buy	+369	New	+$22.2K	﹤0.01%	933

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

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIC

Concord Investment Counsel Irvine, California $366M AUM 38.82% 1-Year Est. Return

TD Private Client Wealth's IHE Position: Q1 2024 in Review

TD Private Client Wealth sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2024, closing a stake of 210 shares — an estimated $13K sold.

TD Private Client Wealth first reported a position in IHE in Q1 2023 and held it in 4 quarters. The position peaked at $22K in Q2 2023. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

TD Private Client Wealth reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
TD Private Client Wealth sold 210 iShares US Pharmaceuticals ETF shares in Q1 2024, an estimated $13K.
TD Private Client Wealth first reported a position in iShares US Pharmaceuticals ETF in Q1 2023 and held it in 4 quarters.
TD Private Client Wealth's iShares US Pharmaceuticals ETF position peaked at $22K in Q2 2023.
143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on TD Private Client Wealth's 13F filing for Q1 2024, filed 16 Aug 2024.