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

AE 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	$80.6K	Buy	814 +39	+5%	+$3.52K	﹤0.01%	1970
2026 Q1	$67.2K	Buy	775 +319	+70%	+$27.9K	﹤0.01%	1898
2025 Q4	$38.7K	Buy	456 +133	+41%	+$10.6K	﹤0.01%	1899
2025 Q3	$23.4K	Buy	323 +167	+107%	+$11.5K	﹤0.01%	1873
2025 Q2	$10.2K	Buy	156 +63	+68%	+$4.1K	﹤0.01%	1872
2025 Q1	$6.57K	Hold	93	–	–	﹤0.01%	1908
2024 Q4	$6.12K	Buy	+93	New	+$6.4K	﹤0.01%	1903
2022 Q1	–	Sell	-15,564	Closed	-$1.04M	–	1741
2021 Q4	$1.04M	Buy	15,564 +5,034	+48%	+$319K	0.01%	915
2021 Q3	$643K	Buy	+10,530	New	+$669K	0.01%	1051

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

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

AE Wealth Management increased its iShares US Pharmaceuticals ETF (IHE) stake by 5% in Q2 2026, buying an estimated $3.52K and bringing the position to 814 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

AE Wealth Management first reported a position in IHE in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2021. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

AE Wealth Management held 814 shares of iShares US Pharmaceuticals ETF worth $80.6K as of Q2 2026.
AE Wealth Management bought 39 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $3.52K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1970 holding.
AE Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q3 2021 and has held it in 9 quarters since.
AE Wealth Management's iShares US Pharmaceuticals ETF position peaked at $1.04M in Q4 2021.
210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

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