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NewEdge Advisors’s
iShares US Pharmaceuticals ETF
IHE
Stock Holding History
NewEdge Advisors’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
$121K
Buy
1,397
+434
+45%
+$38K
﹤0.01%
2706
2025
Q4
$81.7K
Sell
963
-249
-21%
-$19.9K
﹤0.01%
2820
2025
Q3
$87.9K
Hold
1,212
–
–
﹤0.01%
2643
2025
Q2
$79.4K
Sell
1,212
-951
-44%
-$61.9K
﹤0.01%
2502
2025
Q1
$153K
Sell
2,163
-23
-1%
-$1.6K
﹤0.01%
2178
2024
Q4
$144K
Sell
2,186
-831
-28%
-$57.2K
﹤0.01%
2175
2024
Q3
$213K
Sell
3,017
-816
-21%
-$56.9K
﹤0.01%
1980
2024
Q2
$254K
Sell
3,833
-324
-8%
-$21.2K
﹤0.01%
1802
2024
Q1
$282K
Sell
4,157
-187
-4%
-$12.4K
﹤0.01%
1675
2023
Q4
$268K
Buy
4,344
+3,387
+354%
+$199K
﹤0.01%
1592
2023
Q3
$56.5K
Sell
957
-300
-24%
-$18.4K
﹤0.01%
2059
2023
Q2
$75K
Hold
1,257
–
–
﹤0.01%
1951
2023
Q1
$73.4K
Sell
1,257
-90
-7%
-$5.42K
﹤0.01%
1856
2022
Q4
$84
Buy
+1,347
New
+$81K
﹤0.01%
3395
2018
Q4
–
Sell
-5,520
Closed
-$309K
–
669
2018
Q3
$309K
Sell
5,520
-441
-7%
-$24.1K
0.02%
486
2018
Q2
$300
Buy
+5,961
New
+$296K
0.03%
412
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1-Year Est. Return
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24.97%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
ACA
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$12.7B AUM
17.41%
1-Year Est. Return
MSCM
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Dallas, Texas
$403M AUM
28.73%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
ACM
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Irvine, California
$363M AUM
24.08%
1-Year Est. Return
IWS
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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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