Apexium Financial’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Apexium Financial’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
2025 Q3	$253K	Buy	3,492 +8	+0.2%	+$552	0.01%	258
2025 Q2	$228K	Buy	3,484 +7	+0.2%	+$456	0.01%	259
2025 Q1	$245K	Buy	3,477 +7	+0.2%	+$486	0.01%	246
2024 Q4	$228K	Buy	3,470 +5	+0.1%	+$344	0.01%	240
2024 Q3	$245K	Buy	3,465 +9	+0.3%	+$627	0.02%	208
2024 Q2	$229K	Buy	3,456 +7	+0.2%	+$459	0.02%	203
2024 Q1	$234K	Buy	3,449 +5	+0.1%	+$331	0.02%	206
2023 Q4	$213K	Buy	3,444 +12	+0.3%	+$705	0.02%	254
2023 Q3	$203K	Buy	+3,432	New	+$211K	0.02%	201

Other funds holding IHE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apexium Financial's IHE Position: Q3 2025 in Review

Apexium Financial increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.23% in Q3 2025, buying an estimated $552 and bringing the position to 3,492 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #258.

Apexium Financial first reported a position in IHE in Q3 2023 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold IHE as of Q3 2025.

Apexium Financial held 3,492 shares of iShares US Pharmaceuticals ETF worth $253K as of Q3 2025.
Apexium Financial bought 8 iShares US Pharmaceuticals ETF shares in Q3 2025, an estimated $552.
iShares US Pharmaceuticals ETF made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #258 holding.
Apexium Financial first reported a position in iShares US Pharmaceuticals ETF in Q3 2023 and has held it in 9 quarters since.
149 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.