Sequoia Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Sequoia Financial Advisors’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	-3,433	Closed	-$249K	–	1959
2025 Q3	$249K	Hold	3,433	–	–	﹤0.01%	1498
2025 Q2	$225K	Hold	3,433	–	–	﹤0.01%	1428
2025 Q1	$242K	Hold	3,433	–	–	﹤0.01%	1173
2024 Q4	$226K	Buy	3,433 +550	+19%	+$37.8K	﹤0.01%	1169
2024 Q3	$204K	Buy	+2,883	New	+$201K	﹤0.01%	1162

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Sequoia Financial Advisors's IHE Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2025, closing a stake of 3,433 shares — an estimated $249K sold.

Sequoia Financial Advisors first reported a position in IHE in Q3 2024 and held it in 5 quarters. The position peaked at $249K in Q3 2025. 178 funds tracked by Wall St. Rank hold IHE as of Q4 2025.

Sequoia Financial Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 3,433 iShares US Pharmaceuticals ETF shares in Q4 2025, an estimated $249K.
Sequoia Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2024 and held it in 5 quarters.
Sequoia Financial Advisors's iShares US Pharmaceuticals ETF position peaked at $249K in Q3 2025.
178 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.