Waverly Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
3,910
| – | – | ﹤0.01% | 1029 |
|
|
2025
Q1 | $276K | Hold |
3,910
| – | – | ﹤0.01% | 950 |
|
|
2024
Q4 | $257K | Buy |
3,910
+10
| +0.3% | +$657 | ﹤0.01% | 865 |
|
|
2024
Q3 | $275K | Hold |
3,900
| – | – | 0.01% | 702 |
|
|
2024
Q2 | $259K | Sell |
3,900
-480
| -11% | -$31.8K | 0.01% | 702 |
|
|
2024
Q1 | $297K | Buy |
+4,380
| New | +$297K | 0.01% | 574 |
|