AF
IHE icon

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

Atala 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
Q2 		– Sell
-378
Closed -$26.7K – 271
2025
Q1 		$26.7K Hold
378
– – 0.02% 219
2024
Q4 		$24.8K Buy
+378
New +$26K 0.02% 234

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atala Financial's IHE Position: Q2 2025 in Review

Atala Financial sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2025, closing a stake of 378 shares — an estimated $26.7K sold.

Atala Financial first reported a position in IHE in Q4 2024 and held it in 2 quarters. The position peaked at $26.7K in Q1 2025. 139 funds tracked by Wall St. Rank hold IHE as of Q2 2025.

  • Atala Financial reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 378 iShares US Pharmaceuticals ETF shares in Q2 2025, an estimated $26.7K.
  • Atala Financial first reported a position in iShares US Pharmaceuticals ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares US Pharmaceuticals ETF position peaked at $26.7K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.