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Brinker Capital Investments’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-10,465
Closed -$688K – 1926
2024
Q4 		$688K Buy
10,465
+321
+3% +$22.1K 0.01% 1227
2024
Q3 		$716K Sell
10,144
-104
-1% -$7.25K 0.01% 1189
2024
Q2 		$680K Sell
10,248
-89
-0.9% -$5.83K 0.01% 1165
2024
Q1 		$702K Sell
10,337
-616
-6% -$40.7K 0.01% 1139
2023
Q4 		$702K Sell
10,953
-1,035
-9% -$60.8K 0.01% 1087
2023
Q3 		$707K Sell
11,988
-702
-6% -$43.1K 0.01% 1068
2023
Q2 		$758K Buy
12,690
+1,398
+12% +$83.1K 0.01% 1058
2023
Q1 		$660K Buy
+11,292
New +$680K 0.01% 1037
2014
Q2 		– Sell
-171,000
Closed -$7.22M – 390
2014
Q1 		$7.22M Sell
171,000
-40,500
-19% -$1.7M 0.28% 78
2013
Q4 		$8.33M Sell
211,500
-75,300
-26% -$2.82M 0.32% 73
2013
Q3 		$10.2M Buy
286,800
+3,600
+1% +$127K 0.41% 66
2013
Q2 		$9.41M Buy
+283,200
New +$9.41M 0.4% 69

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brinker Capital Investments's IHE Position: Q1 2025 in Review

Brinker Capital Investments sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2025, closing a stake of 10,465 shares — an estimated $688K sold.

Brinker Capital Investments first reported a position in IHE in Q2 2013 and held it in 12 quarters. The position peaked at $10.2M in Q3 2013. 149 funds tracked by Wall St. Rank hold IHE as of Q1 2025.

  • Brinker Capital Investments reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 10,465 iShares US Pharmaceuticals ETF shares in Q1 2025, an estimated $688K.
  • Brinker Capital Investments first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and held it in 12 quarters.
  • Brinker Capital Investments's iShares US Pharmaceuticals ETF position peaked at $10.2M in Q3 2013.
  • 149 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.