Action Point Financial Planning’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Action Point Financial Planning’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	$32.7K	Buy	+330	New	+$29.7K	﹤0.01%	964

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Action Point Financial Planning's IHE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q2 2026: 330 shares worth $32.7K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings.

209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Action Point Financial Planning held 330 shares of iShares US Pharmaceuticals ETF worth $32.7K as of Q2 2026.
iShares US Pharmaceuticals ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #964 holding.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.