The Family Firm’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,691
| Closed | -$684K | – | 131 |
|
|
2025
Q1 | $684K | Sell |
9,691
-363
| -4% | -$25.2K | 0.15% | 95 |
|
|
2024
Q4 | $661K | Buy |
10,054
+31
| +0.3% | +$2.13K | 0.15% | 94 |
|
|
2024
Q3 | $708K | Buy |
10,023
+51
| +0.5% | +$3.55K | 0.15% | 98 |
|
|
2024
Q2 | $661K | Buy |
9,972
+44
| +0.4% | +$2.88K | 0.15% | 94 |
|
|
2024
Q1 | $674K | Sell |
9,928
-410
| -4% | -$27.1K | 0.16% | 92 |
|
|
2023
Q4 | $639K | Buy |
10,338
+333
| +3% | +$19.6K | 0.16% | 91 |
|
|
2023
Q3 | $590K | Sell |
10,005
-414
| -4% | -$25.4K | 0.17% | 91 |
|
|
2023
Q2 | $622K | Sell |
10,419
-468
| -4% | -$27.8K | 0.16% | 93 |
|
|
2023
Q1 | $636K | Buy |
10,887
+492
| +5% | +$29.6K | 0.18% | 89 |
|
|
2022
Q4 | $645K | Sell |
10,395
-1,179
| -10% | -$70.9K | 0.19% | 92 |
|
|
2022
Q3 | $654K | Sell |
11,574
-165
| -1% | -$10.2K | 0.21% | 84 |
|
|
2022
Q2 | $750K | Sell |
11,739
-285
| -2% | -$18.1K | 0.22% | 79 |
|
|
2022
Q1 | $779K | Sell |
12,024
-2,283
| -16% | -$145K | 0.2% | 81 |
|
|
2021
Q4 | $952K | Buy |
14,307
+57
| +0.4% | +$3.62K | 0.25% | 73 |
|
|
2021
Q3 | $885K | Buy |
14,250
+2,133
| +18% | +$136K | 0.23% | 75 |
|
|
2021
Q2 | $750K | Buy |
12,117
+585
| +5% | +$35.6K | 0.2% | 80 |
|
|
2021
Q1 | $683K | Buy |
11,532
+3
| +0% | +$181 | 0.2% | 76 |
|
|
2020
Q4 | $706K | Sell |
11,529
-333
| -3% | -$19K | 0.21% | 75 |
|
|
2020
Q3 | $647K | Buy |
11,862
+54
| +0.5% | +$2.91K | 0.23% | 72 |
|
|
2020
Q2 | $606K | Buy |
11,808
+1,194
| +11% | +$60K | 0.23% | 71 |
|
|
2020
Q1 | $476K | Hold |
10,614
| – | – | 0.2% | 74 |
|
|
2019
Q4 | $567K | Sell |
10,614
-135
| -1% | -$6.66K | 0.19% | 75 |
|
|
2019
Q3 | $501K | Buy |
10,749
+2,535
| +31% | +$121K | 0.18% | 83 |
|
|
2019
Q2 | $413K | Buy |
8,214
+1,095
| +15% | +$54.1K | 0.15% | 92 |
|
|
2019
Q1 | $365K | Buy |
7,119
+1,278
| +22% | +$63.6K | 0.13% | 98 |
|
|
2018
Q4 | $274K | Buy |
5,841
+27
| +0.5% | +$1.38K | 0.11% | 110 |
|
|
2018
Q3 | $325K | Buy |
5,814
+216
| +4% | +$11.8K | 0.12% | 107 |
|
|
2018
Q2 | $282K | Sell |
5,598
-1,647
| -23% | -$81.6K | 0.11% | 105 |
|
|
2018
Q1 | $356K | Buy |
7,245
+1,974
| +37% | +$101K | 0.14% | 95 |
|
|
2017
Q4 | $271K | Buy |
+5,271
| New | +$271K | 0.11% | 109 |
|
Other funds holding IHE
The Family Firm's IHE Position: Q2 2025 in Review
The Family Firm sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2025, closing a stake of 9,691 shares — an estimated $684K sold.
The Family Firm first reported a position in IHE in Q4 2017 and held it in 30 quarters. The position peaked at $952K in Q4 2021. 139 funds tracked by Wall St. Rank hold IHE as of Q2 2025.
- The Family Firm reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2025 after selling out during the quarter.
- The Family Firm sold 9,691 iShares US Pharmaceuticals ETF shares in Q2 2025, an estimated $684K.
- The Family Firm first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and held it in 30 quarters.
- The Family Firm's iShares US Pharmaceuticals ETF position peaked at $952K in Q4 2021.
- 139 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2025.
Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.