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Principal Securities’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Principal Securities’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
Q4 		– Sell
-225
Closed -$16.3K – 2391
2025
Q3 		$16.3K Sell
225
-99
-31% -$6.83K ﹤0.01% 2498
2025
Q2 		$21.2K Sell
324
-1,932
-86% -$126K ﹤0.01% 2279
2025
Q1 		$148K Hold
2,256
– – ﹤0.01% 1262
2024
Q4 		$148K Hold
2,256
– – ﹤0.01% 1260
2024
Q3 		$159K Hold
2,256
– – ﹤0.01% 1195
2024
Q2 		$150K Hold
2,256
– – ﹤0.01% 1169
2024
Q1 		$153K Buy
2,256
+225
+11% +$14.9K ﹤0.01% 1122
2023
Q4 		$126K Buy
+2,031
New +$119K ﹤0.01% 1112

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return