Accurate Wealth Management
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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
Q3 		– Sell
-47,786
Closed -$4.8M – 618
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Accurate Wealth Management's IHE Position: Q3 2026 in Review

Accurate Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2026, closing a stake of 47,786 shares — an estimated $4.8M sold.

Accurate Wealth Management first reported a position in IHE in Q1 2024 and held it in 3 quarters. The position peaked at $7.36M in Q1 2024. 185 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

  • Accurate Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 47,786 iShares US Pharmaceuticals ETF shares in Q3 2026, an estimated $4.8M.
  • Accurate Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and held it in 3 quarters.
  • Accurate Wealth Management's iShares US Pharmaceuticals ETF position peaked at $7.36M in Q1 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.