WG
IHE icon

Welch Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Welch Group’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
Q1 		– Sell
-4,358
Closed -$285K – 268
2024
Q4 		$285K Buy
+4,358
New +$300K 0.01% 210
2024
Q1 		– Sell
-10,626
Closed -$657K – 238
2023
Q4 		$657K Buy
+10,626
New +$625K 0.04% 104

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Welch Group's IHE Position: Q1 2025 in Review

Welch Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2025, closing a stake of 4,358 shares — an estimated $285K sold.

Welch Group first reported a position in IHE in Q4 2023 and held it in 2 quarters. The position peaked at $657K in Q4 2023. 149 funds tracked by Wall St. Rank hold IHE as of Q1 2025.

  • Welch Group reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
  • Welch Group sold 4,358 iShares US Pharmaceuticals ETF shares in Q1 2025, an estimated $285K.
  • Welch Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2023 and held it in 2 quarters.
  • Welch Group's iShares US Pharmaceuticals ETF position peaked at $657K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2025.

Based on Welch Group's 13F filing for Q1 2025, filed 8 Apr 2025.