Acumen Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Acumen Wealth Advisors’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	$135K	Sell	1,364 -116	-8%	-$10.5K	0.03%	114
2026 Q1	$128K	Hold	1,480	–	–	0.03%	114
2025 Q4	$126K	Buy	+1,480	New	+$118K	0.04%	91

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

Acumen Wealth Advisors's IHE Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 7.8% in Q2 2026, selling an estimated $10.5K and leaving 1,364 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #114.

Acumen Wealth Advisors first reported a position in IHE in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Acumen Wealth Advisors held 1,364 shares of iShares US Pharmaceuticals ETF worth $135K as of Q2 2026.
Acumen Wealth Advisors sold 116 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $10.5K.
iShares US Pharmaceuticals ETF made up 0.03% of Acumen Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Acumen Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.