&Partners’s iShares US Pharmaceuticals ETF IHE Stock Holding History

&Partners’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	-3,501	Closed	-$240K	–	2016
2025 Q1	$240K	Sell	3,501 -55	-2%	-$3.82K	﹤0.01%	1533
2024 Q4	$234K	Sell	3,556 -398	-10%	-$27.4K	﹤0.01%	1466
2024 Q3	$279K	Sell	3,954 -76	-2%	-$5.3K	0.01%	1136
2024 Q2	$267K	Buy	+4,030	New	+$264K	0.01%	752

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

&Partners's IHE Position: Q2 2025 in Review

&Partners sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2025, closing a stake of 3,501 shares — an estimated $240K sold.

&Partners first reported a position in IHE in Q2 2024 and held it in 4 quarters. The position peaked at $279K in Q3 2024. 139 funds tracked by Wall St. Rank hold IHE as of Q2 2025.

&Partners reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2025 after selling out during the quarter.
&Partners sold 3,501 iShares US Pharmaceuticals ETF shares in Q2 2025, an estimated $240K.
&Partners first reported a position in iShares US Pharmaceuticals ETF in Q2 2024 and held it in 4 quarters.
&Partners's iShares US Pharmaceuticals ETF position peaked at $279K in Q3 2024.
139 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.