FFA
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Farther Finance Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Farther Finance 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
2026
Q1 		$158K Buy
1,799
+487
+37% +$42.6K ﹤0.01% 2191
2025
Q4 		$111K Buy
+1,312
New +$105K ﹤0.01% 2280
2025
Q1 		– Sell
-14
Closed -$923 – 4337
2024
Q4 		$923 Sell
14
-2,468
-99% -$170K ﹤0.01% 3272
2024
Q3 		$175K Buy
2,482
+1,223
+97% +$85.2K 0.01% 1041
2024
Q2 		$83.7K Buy
1,259
+304
+32% +$19.9K ﹤0.01% 1200
2024
Q1 		$64.1K Buy
955
+829
+658% +$54.8K ﹤0.01% 1094
2023
Q4 		$7.79K Buy
+126
New +$7.41K ﹤0.01% 1730

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return