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Toth Financial Advisory’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-150
Closed -$9.95K – 734
2024
Q2 		$9.95K Buy
+150
New +$9.83K ﹤0.01% 464
2018
Q4 		– Sell
-4,365
Closed -$244K – 430
2018
Q3 		$244K Sell
4,365
-150
-3% -$8.2K 0.05% 143
2018
Q2 		$228K Sell
4,515
-75
-2% -$3.72K 0.05% 143
2018
Q1 		$226K Buy
4,590
+156
+4% +$8.01K 0.06% 147
2017
Q4 		$228K Buy
+4,434
New +$228K 0.05% 144

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Toth Financial Advisory's IHE Position: Q3 2024 in Review

Toth Financial Advisory sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2024, closing a stake of 150 shares — an estimated $9.95K sold.

Toth Financial Advisory first reported a position in IHE in Q4 2017 and held it in 5 quarters. The position peaked at $244K in Q3 2018. 143 funds tracked by Wall St. Rank hold IHE as of Q3 2024.

  • Toth Financial Advisory reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 150 iShares US Pharmaceuticals ETF shares in Q3 2024, an estimated $9.95K.
  • Toth Financial Advisory first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and held it in 5 quarters.
  • Toth Financial Advisory's iShares US Pharmaceuticals ETF position peaked at $244K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.