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Orion Portfolio Solutions’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-10,465
Closed -$688K – 1926
2024
Q4 		$688K Buy
10,465
+321
+3% +$22.1K 0.01% 1227
2024
Q3 		$716K Sell
10,144
-104
-1% -$7.25K 0.01% 1189
2024
Q2 		$680K Sell
10,248
-89
-0.9% -$5.83K 0.01% 1165
2024
Q1 		$702K Sell
10,337
-616
-6% -$40.7K 0.01% 1139
2023
Q4 		$702K Sell
10,953
-1,035
-9% -$60.8K 0.01% 1087
2023
Q3 		$707K Sell
11,988
-702
-6% -$43.1K 0.01% 1068
2023
Q2 		$758K Buy
12,690
+1,398
+12% +$83.1K 0.01% 1058
2023
Q1 		$660K Buy
11,292
+201
+2% +$12.1K 0.01% 1037
2022
Q4 		$688K Buy
11,091
+336
+3% +$20.2K 0.02% 402
2022
Q3 		$608K Sell
10,755
-30
-0.3% -$1.85K 0.02% 366
2022
Q2 		$689K Sell
10,785
-48
-0.4% -$3.05K 0.03% 327
2022
Q1 		$701K Sell
10,833
-96
-0.9% -$6.08K 0.02% 339
2021
Q4 		$727K Buy
10,929
+2,622
+32% +$166K 0.02% 341
2021
Q3 		$507K Sell
8,307
-237
-3% -$15.1K 0.02% 389
2021
Q2 		$529K Sell
8,544
-822
-9% -$50K 0.02% 348
2021
Q1 		$555K Sell
9,366
-393
-4% -$23.7K 0.02% 298
2020
Q4 		$584K Sell
9,759
-1,032
-10% -$58.8K 0.03% 276
2020
Q3 		$588K Sell
10,791
-858
-7% -$46.3K 0.03% 237
2020
Q2 		$597K Sell
11,649
-1,056
-8% -$53.1K 0.03% 212
2020
Q1 		$570K Sell
12,705
-1,971
-13% -$99.4K 0.04% 190
2019
Q4 		$783K Buy
+14,676
New +$723K 0.06% 160

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orion Portfolio Solutions's IHE Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2025, closing a stake of 10,465 shares — an estimated $688K sold.

Orion Portfolio Solutions first reported a position in IHE in Q4 2019 and held it in 21 quarters. The position peaked at $783K in Q4 2019. 149 funds tracked by Wall St. Rank hold IHE as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 10,465 iShares US Pharmaceuticals ETF shares in Q1 2025, an estimated $688K.
  • Orion Portfolio Solutions first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and held it in 21 quarters.
  • Orion Portfolio Solutions's iShares US Pharmaceuticals ETF position peaked at $783K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.