Kraft Davis & Associates’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Kraft Davis & Associates’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	-3,558	Closed	-$231K	–	145
2025 Q1	$231K	Hold	3,558	–	–	0.07%	115
2024 Q4	$251K	Sell	3,558 -24,651	-87%	-$1.7M	0.07%	118
2024 Q3	$1.96M	Sell	28,209 -3,513	-11%	-$245K	0.58%	42
2024 Q2	$2.2M	Buy	31,722 +7,428	+31%	+$487K	0.67%	40
2024 Q1	$1.59M	Sell	24,294 -9,324	-28%	-$616K	0.48%	46
2023 Q4	$2.14M	Buy	+33,618	New	+$1.98M	0.64%	34

Other funds holding IHE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kraft Davis & Associates's IHE Position: Q2 2025 in Review

Kraft Davis & Associates sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2025, closing a stake of 3,558 shares — an estimated $231K sold.

Kraft Davis & Associates first reported a position in IHE in Q4 2023 and held it in 6 quarters. The position peaked at $2.2M in Q2 2024. 139 funds tracked by Wall St. Rank hold IHE as of Q2 2025.

Kraft Davis & Associates reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2025 after selling out during the quarter.
Kraft Davis & Associates sold 3,558 iShares US Pharmaceuticals ETF shares in Q2 2025, an estimated $231K.
Kraft Davis & Associates first reported a position in iShares US Pharmaceuticals ETF in Q4 2023 and held it in 6 quarters.
Kraft Davis & Associates's iShares US Pharmaceuticals ETF position peaked at $2.2M in Q2 2024.
139 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2025.

Based on Kraft Davis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.