Private Capital Management (Florida)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Private Capital Management (Florida)’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	$255K	Sell	2,945 -480	-14%	-$42K	0.03%	177
2025 Q4	$291K	Hold	3,425	–	–	0.03%	157
2025 Q3	$249K	Hold	3,425	–	–	0.02%	146
2025 Q2	$224K	Hold	3,425	–	–	0.02%	155
2025 Q1	$242K	Buy	+3,425	New	+$238K	0.03%	134
2023 Q1	–	Sell	-3,300	Closed	-$205K	–	133
2022 Q4	$205K	Buy	+3,300	New	+$198K	0.03%	115
2022 Q3	–	Sell	-3,300	Closed	-$211K	–	149
2022 Q2	$211K	Hold	3,300	–	–	0.03%	95
2022 Q1	$214K	Buy	+3,300	New	+$209K	0.03%	86

Other funds holding IHE

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Private Capital Management (Florida)'s IHE Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its iShares US Pharmaceuticals ETF (IHE) stake by 14% in Q1 2026, selling an estimated $42K and leaving 2,945 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #177.

Private Capital Management (Florida) first reported a position in IHE in Q1 2022 and has held it in 8 quarters since. The position peaked at $291K in Q4 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Private Capital Management (Florida) held 2,945 shares of iShares US Pharmaceuticals ETF worth $255K as of Q1 2026.
Private Capital Management (Florida) sold 480 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $42K.
iShares US Pharmaceuticals ETF made up 0.03% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #177 holding.
Private Capital Management (Florida) first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and has held it in 8 quarters since.
Private Capital Management (Florida)'s iShares US Pharmaceuticals ETF position peaked at $291K in Q4 2025.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.