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KAS
Kestra Advisory Services’s
iShares US Pharmaceuticals ETF
IHE
Stock Holding History
Kestra Advisory Services’s Portfolio
IHE Stock Details
IHE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$546K
Buy
6,303
+571
+10%
+$50K
﹤0.01%
2147
2025
Q4
$486K
Buy
5,732
+1,012
+21%
+$80.8K
﹤0.01%
2164
2025
Q3
$342K
Sell
4,720
-70
-1%
-$4.83K
﹤0.01%
2339
2025
Q2
$314K
Sell
4,790
-474
-9%
-$30.9K
﹤0.01%
2313
2025
Q1
$371K
Buy
5,264
+139
+3%
+$9.66K
﹤0.01%
2017
2024
Q4
$337K
Sell
5,125
-207
-4%
-$14.2K
﹤0.01%
2148
2024
Q3
$377K
Sell
5,332
-95
-2%
-$6.62K
﹤0.01%
1947
2024
Q2
$360K
Buy
5,427
+591
+12%
+$38.7K
﹤0.01%
2006
2024
Q1
$328K
Buy
4,836
+78
+2%
+$5.16K
﹤0.01%
1937
2023
Q4
$294K
Buy
4,758
+105
+2%
+$6.17K
﹤0.01%
1859
2023
Q3
$274K
Sell
4,653
-186
-4%
-$11.4K
﹤0.01%
1723
2023
Q2
$289K
Buy
4,839
+543
+13%
+$32.3K
﹤0.01%
1643
2023
Q1
$251K
Sell
4,296
-411
-9%
-$24.8K
﹤0.01%
1682
2022
Q4
$292K
Buy
4,707
+117
+3%
+$7.04K
﹤0.01%
1762
2022
Q3
$259K
Sell
4,590
-351
-7%
-$21.6K
﹤0.01%
1692
2022
Q2
$316K
Buy
4,941
+258
+6%
+$16.4K
﹤0.01%
1587
2022
Q1
$303K
Buy
4,683
+33
+0.7%
+$2.09K
﹤0.01%
1586
2021
Q4
$309K
Sell
4,650
-741
-14%
-$47K
﹤0.01%
1583
2021
Q3
$329K
Buy
5,391
+1,386
+35%
+$88.1K
﹤0.01%
1610
2021
Q2
$248K
Buy
4,005
+12
+0.3%
+$730
﹤0.01%
1705
2021
Q1
$237K
Sell
3,993
-1,254
-24%
-$75.6K
﹤0.01%
1614
2020
Q4
$312K
Buy
+5,247
New
+$299K
﹤0.01%
1452
Other funds holding IHE
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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