Stifel Financial
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Stifel Financial’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Stifel Financial’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 		$747K Buy
8,613
+146
+2% +$12.8K ﹤0.01% 2627
2025
Q4 		$718K Sell
8,467
-24
-0.3% -$1.92K ﹤0.01% 2649
2025
Q3 		$616K Sell
8,491
-1,109
-12% -$76.5K ﹤0.01% 2686
2025
Q2 		$629K Sell
9,600
-509
-5% -$33.1K ﹤0.01% 2629
2025
Q1 		$713K Buy
10,109
+554
+6% +$38.5K ﹤0.01% 2444
2024
Q4 		$628K Buy
+9,555
New +$657K ﹤0.01% 2544
2024
Q1 		– Sell
-8,169
Closed -$505K – 3376
2023
Q4 		$505K Sell
8,169
-8,958
-52% -$526K ﹤0.01% 2550
2023
Q3 		$1.01M Buy
17,127
+10,341
+152% +$634K ﹤0.01% 2051
2023
Q2 		$405K Sell
6,786
-1,086
-14% -$64.6K ﹤0.01% 2647
2023
Q1 		$460K Buy
+7,872
New +$474K ﹤0.01% 2561
2022
Q2 		– Sell
-17,919
Closed -$1.16M – 3394
2022
Q1 		$1.16M Buy
+17,919
New +$1.14M ﹤0.01% 2005
2020
Q3 		– Sell
-22,320
Closed -$1.15M – 2932
2020
Q2 		$1.15M Hold
22,320
– – ﹤0.01% 1464
2020
Q1 		$1M Sell
22,320
-141
-0.6% -$7.11K ﹤0.01% 1434
2019
Q4 		$1.2M Buy
22,461
+15
+0.1% +$739 ﹤0.01% 1690
2019
Q3 		$1.05M Sell
22,446
-18
-0.1% -$862 ﹤0.01% 1726
2019
Q2 		$1.13M Hold
22,464
– – ﹤0.01% 1722
2019
Q1 		$1.15M Buy
22,464
+3
+0% +$149 ﹤0.01% 1564
2018
Q4 		$1.05M Sell
22,461
-720
-3% -$36.9K ﹤0.01% 1488
2018
Q3 		$1.3M Buy
23,181
+162
+0.7% +$8.85K ﹤0.01% 1524
2018
Q2 		$1.16M Sell
23,019
-828
-3% -$41K ﹤0.01% 1514
2018
Q1 		$1.17M Sell
23,847
-597
-2% -$30.6K ﹤0.01% 1465
2017
Q4 		$1.26M Buy
24,444
+222
+0.9% +$11.4K ﹤0.01% 1377
2017
Q3 		$1.26M Sell
24,222
-594
-2% -$30.5K ﹤0.01% 1369
2017
Q2 		$1.28M Buy
24,816
+3
+0% +$152 ﹤0.01% 1331
2017
Q1 		$1.25M Buy
24,813
+1,203
+5% +$59.6K ﹤0.01% 1324
2016
Q4 		$1.11M Buy
+23,610
New +$1.12M ﹤0.01% 1332
2016
Q3 		– Sell
-7,764
Closed -$375K – 2448
2016
Q2 		$375K Buy
7,764
+3,294
+74% +$157K ﹤0.01% 1918
2016
Q1 		$204K Sell
4,470
-43,071
-91% -$2.02M ﹤0.01% 2001
2015
Q4 		$2.56M Buy
47,541
+3,792
+9% +$199K 0.01% 842
2015
Q3 		$2.16M Buy
43,749
+1,338
+3% +$76.7K 0.01% 875
2015
Q2 		$2.46M Buy
42,411
+3,942
+10% +$230K 0.01% 890
2015
Q1 		$2.21M Buy
38,469
+14,931
+63% +$817K 0.01% 897
2014
Q4 		$1.19M Buy
23,538
+999
+4% +$48.7K 0.01% 1178
2014
Q3 		$1.05M Sell
22,539
-156
-0.7% -$7.04K 0.01% 1099
2014
Q2 		$1.02M Sell
22,695
-2,136
-9% -$91.9K 0.01% 1109
2014
Q1 		$1.05M Buy
+24,831
New +$1.04M 0.01% 1047

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Stifel Financial's IHE Position: Q1 2026 in Review

Stifel Financial increased its iShares US Pharmaceuticals ETF (IHE) stake by 1.7% in Q1 2026, buying an estimated $12.8K and bringing the position to 8,613 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Stifel Financial first reported a position in IHE in Q1 2014 and has held it in 36 quarters since. The position peaked at $2.56M in Q4 2015. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Stifel Financial held 8,613 shares of iShares US Pharmaceuticals ETF worth $747K as of Q1 2026.
  • Stifel Financial bought 146 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $12.8K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2627 holding.
  • Stifel Financial first reported a position in iShares US Pharmaceuticals ETF in Q1 2014 and has held it in 36 quarters since.
  • Stifel Financial's iShares US Pharmaceuticals ETF position peaked at $2.56M in Q4 2015.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.