Advus Financial Partners, LLC’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Advus Financial Partners, LLC’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	-4,798	Closed	-$348K	–	264
2025 Q3	$348K	Sell	4,798 -1,220	-20%	-$84.2K	0.08%	175
2025 Q2	$394K	Buy	+6,018	New	+$392K	0.1%	144

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

Advus Financial Partners, LLC's IHE Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2025, closing a stake of 4,798 shares — an estimated $348K sold.

Advus Financial Partners, LLC first reported a position in IHE in Q2 2025 and held it in 2 quarters. The position peaked at $394K in Q2 2025. 178 funds tracked by Wall St. Rank hold IHE as of Q4 2025.

Advus Financial Partners, LLC reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 4,798 iShares US Pharmaceuticals ETF shares in Q4 2025, an estimated $348K.
Advus Financial Partners, LLC first reported a position in iShares US Pharmaceuticals ETF in Q2 2025 and held it in 2 quarters.
Advus Financial Partners, LLC's iShares US Pharmaceuticals ETF position peaked at $394K in Q2 2025.
178 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.