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Grey Fox Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-192
Closed -$13.9K – 360
2025
Q3 		$13.9K Buy
+192
New +$13.2K ﹤0.01% 367

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grey Fox Wealth Advisors's IHE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2025, closing a stake of 192 shares — an estimated $13.9K sold.

Grey Fox Wealth Advisors first reported a position in IHE in Q3 2025 and held it in 1 quarter. The position peaked at $13.9K in Q3 2025. 178 funds tracked by Wall St. Rank hold IHE as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 192 iShares US Pharmaceuticals ETF shares in Q4 2025, an estimated $13.9K.
  • Grey Fox Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $13.9K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.