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Accurate Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Accurate Wealth Management’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
Q2 		$4.8M Buy
+47,786
New +$4.31M 0.46% 42
2026
Q1 		– Sell
-75,126
Closed -$6.37M – 550
2025
Q4 		$6.37M Buy
+75,126
New +$6M 0.81% 19
2024
Q2 		– Sell
-116,854
Closed -$7.36M – 335
2024
Q1 		$7.36M Buy
+116,854
New +$7.72M 2.15% 5

Other funds holding IHE

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Accurate Wealth Management's IHE Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q2 2026: 47,786 shares worth $4.8M. The stake represents 0.46% of the portfolio and ranks #42 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in IHE as recently as Q4 2025.

Accurate Wealth Management first reported a position in IHE in Q1 2024 and has held it in 3 quarters since. The position peaked at $7.36M in Q1 2024. 60 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Accurate Wealth Management held 47,786 shares of iShares US Pharmaceuticals ETF worth $4.8M as of Q2 2026.
  • iShares US Pharmaceuticals ETF was a new Accurate Wealth Management position in Q2 2026.
  • iShares US Pharmaceuticals ETF made up 0.46% of Accurate Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Accurate Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and has held it in 3 quarters since.
  • Accurate Wealth Management's iShares US Pharmaceuticals ETF position peaked at $7.36M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.