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 Q2	$292K	Hold	2,945	–	–	0.03%	181
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 $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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: Q2 2026 in Review

Private Capital Management (Florida) held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 2,945 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #181.

Private Capital Management (Florida) first reported a position in IHE in Q1 2022 and has held it in 9 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Private Capital Management (Florida) held 2,945 shares of iShares US Pharmaceuticals ETF worth $292K as of Q2 2026.
Private Capital Management (Florida) left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up 0.03% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #181 holding.
Private Capital Management (Florida) first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and has held it in 9 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.