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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
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

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

NewEdge Advisors's IHE Position: Q1 2026 in Review

NewEdge Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 45% in Q1 2026, buying an estimated $38K and bringing the position to 1,397 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

NewEdge Advisors first reported a position in IHE in Q2 2018 and has held it in 16 quarters since. The position peaked at $309K in Q3 2018. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • NewEdge Advisors held 1,397 shares of iShares US Pharmaceuticals ETF worth $121K as of Q1 2026.
  • NewEdge Advisors bought 434 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $38K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2706 holding.
  • NewEdge Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2018 and has held it in 16 quarters since.
  • NewEdge Advisors's iShares US Pharmaceuticals ETF position peaked at $309K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.