Northeast Financial Consultants’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Northeast Financial Consultants’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	$271K	Hold	4,140	–	–	0.01%	263
2025 Q1	$292K	Hold	4,140	–	–	0.01%	243
2024 Q4	$272K	Hold	4,140	–	–	0.01%	249
2024 Q3	$292K	Hold	4,140	–	–	0.01%	238
2024 Q2	$275K	Hold	4,140	–	–	0.01%	235
2024 Q1	$281K	Hold	4,140	–	–	0.01%	243
2023 Q4	$256K	Hold	4,140	–	–	0.01%	240
2023 Q3	$244K	Hold	4,140	–	–	0.02%	243
2023 Q2	$247K	Hold	4,140	–	–	0.02%	245
2023 Q1	$242K	Hold	4,140	–	–	0.02%	272
2022 Q4	$257K	Hold	4,140	–	–	0.02%	260
2022 Q3	$234K	Hold	4,140	–	–	0.02%	292
2022 Q2	$264K	Hold	4,140	–	–	0.02%	272
2022 Q1	$268K	Hold	4,140	–	–	0.02%	322
2021 Q4	$275K	Hold	4,140	–	–	0.02%	295
2021 Q3	$253K	Hold	4,140	–	–	0.02%	302
2021 Q2	$256K	Hold	4,140	–	–	0.02%	305
2021 Q1	$245K	Hold	4,140	–	–	0.02%	300
2020 Q4	$248K	Hold	4,140	–	–	0.02%	281
2020 Q3	$226K	Hold	4,140	–	–	0.02%	267
2020 Q2	$212K	Buy	+4,140	New	+$208K	0.02%	262
2020 Q1	–	Sell	-4,140	Closed	-$221K	–	288
2019 Q4	$221K	Buy	+4,140	New	+$204K	0.02%	274
2019 Q3	–	Sell	-4,140	Closed	-$208K	–	325
2019 Q2	$208K	Hold	4,140	–	–	0.02%	303
2019 Q1	$212K	Buy	+4,140	New	+$206K	0.02%	290
2018 Q4	–	Sell	-4,140	Closed	-$231K	–	177
2018 Q3	$231K	Buy	+4,140	New	+$226K	0.06%	132

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

Northeast Financial Consultants's IHE Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2025 at 4,140 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #263.

Northeast Financial Consultants first reported a position in IHE in Q3 2018 and has held it in 25 quarters since. The position peaked at $292K in Q3 2024. 139 funds tracked by Wall St. Rank hold IHE as of Q2 2025.

Northeast Financial Consultants held 4,140 shares of iShares US Pharmaceuticals ETF worth $271K as of Q2 2025.
Northeast Financial Consultants left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2025.
iShares US Pharmaceuticals ETF made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #263 holding.
Northeast Financial Consultants first reported a position in iShares US Pharmaceuticals ETF in Q3 2018 and has held it in 25 quarters since.
Northeast Financial Consultants's iShares US Pharmaceuticals ETF position peaked at $292K in Q3 2024.
139 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.