Looking for broad exposure to the Healthcare - Pharma segment of the equity market? You should consider the iShares U.S. Pharmaceuticals ETF (IHE), a passively managed exchange traded fund launched on May 1, 2006.
The iShares U.S. Pharmaceuticals ETF (NYSEARCA:IHE) is the rare fund that has spent the past year being publicly threatened by the President of the United States and quietly outperforming nearly every healthcare benchmark anyway.
The healthcare sector is undervalued based on historical averages, especially the healthcare equipment industry. iShares U.S. Pharmaceuticals ETF offers cap-weighted exposure to U.S. pharma, with 44% in Eli Lilly and Johnson & Johnson. Recent outperformance is notable: IHE is 27% ahead of XLV over the past 12 months.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 2,376 | $157,633.1 | $234,760.68 | $77,127.58 | 48.93% |
| CE Curtis Ellergodt Rothschild Investment LLC | 846 | $59,566.49 | $83,589.03 | $24,022.54 | 40.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,103 | $602,278.12 | $701,314.7 | $99,036.58 | 16.44% |
Private Capital Private Capital Management | 2,945 | $207,799.2 | $290,524.25 | $82,725.05 | 39.81% |
Jeff Ameen Spire Wealth Management | 150 | $9,858 | $14,827.5 | $4,969.5 | 50.41% |
| ARCA Exchange | US Country |
The described company is an investment fund that dedicates a significant portion of its assets (at least 80%) to tracking the performance of the pharmaceutical sector in the U.S. equity market. This approach involves investing in the stocks that are part of its underlying index, as well as in other investments that share economic characteristics similar to those stocks. The underlying index focuses specifically on companies within the pharmaceuticals sector, including those involved in the manufacturing of prescription or over-the-counter drugs or vaccines. It's important to note that this fund is classified as non-diversified, meaning it may focus its investments more narrowly than diversified funds, potentially leading to higher volatility or specific sector risk.
This investment fund offers a focused product rooted in the pharmaceutical sector, characterized by the following: