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Transamerica Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Transamerica Financial 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
2024
Q1 		– Sell
-3
Closed -$1K – 650
2023
Q4 		$1K Hold
3
– – ﹤0.01% 491
2023
Q3 		$1K Hold
3
– – ﹤0.01% 514
2023
Q2 		$1K Buy
+3
New +$178 ﹤0.01% 485
2023
Q1 		– Sell
-3
Closed -$1K – 658
2022
Q4 		$1K Hold
3
– – ﹤0.01% 532
2022
Q3 		$1K Hold
3
– – ﹤0.01% 500
2022
Q2 		$1K Buy
+3
New +$190 ﹤0.01% 515
2020
Q3 		– Sell
-3
Closed -$1K – 328
2020
Q2 		$1K Buy
+3
New +$151 ﹤0.01% 411
2019
Q3 		– Sell
-12
Closed -$1K – 298
2019
Q2 		$1K Buy
+12
New +$593 ﹤0.01% 464
2019
Q1 		– Sell
-12
Closed -$1K – 265
2018
Q4 		$1K Sell
12
-3
-20% -$154 ﹤0.01% 432
2018
Q3 		$1K Hold
15
– – ﹤0.01% 435
2018
Q2 		$1K Sell
15
-3
-17% -$149 ﹤0.01% 402
2018
Q1 		$1K Sell
18
-6
-25% -$308 ﹤0.01% 382
2017
Q4 		$2K Hold
24
– – ﹤0.01% 312
2017
Q3 		$2K Sell
24
-6,537
-100% -$336K ﹤0.01% 316
2017
Q2 		$340K Buy
6,561
+453
+7% +$22.9K 0.05% 197
2017
Q1 		$308K Sell
6,108
-45
-0.7% -$2.23K 0.04% 203
2016
Q4 		$290K Buy
+6,153
New +$292K 0.03% 201
2015
Q3 		– Sell
-3
Closed -$1K – 874
2015
Q2 		$1K Hold
3
– – ﹤0.01% 818
2015
Q1 		$1K Hold
3
– – ﹤0.01% 817
2014
Q4 		$1K Hold
3
– – ﹤0.01% 660
2014
Q3 		$1K Hold
3
– – ﹤0.01% 621
2014
Q2 		$1K Hold
3
– – ﹤0.01% 628
2014
Q1 		$1K Buy
+3
New +$126 ﹤0.01% 592

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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

Transamerica Financial Advisors's IHE Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2024, closing a stake of 3 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IHE in Q1 2014 and held it in 23 quarters. The position peaked at $340K in Q2 2017. 143 funds tracked by Wall St. Rank hold IHE as of Q1 2024.

  • Transamerica Financial Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3 iShares US Pharmaceuticals ETF shares in Q1 2024, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2014 and held it in 23 quarters.
  • Transamerica Financial Advisors's iShares US Pharmaceuticals ETF position peaked at $340K in Q2 2017.
  • 143 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.