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 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 $295B AUM 31.6% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 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: Q1 2026 in Review

AE Wealth Management increased its iShares US Pharmaceuticals ETF (IHE) stake by 70% in Q1 2026, buying an estimated $27.9K and bringing the position to 775 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

AE Wealth Management first reported a position in IHE in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.04M in Q4 2021. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

AE Wealth Management held 775 shares of iShares US Pharmaceuticals ETF worth $67.2K as of Q1 2026.
AE Wealth Management bought 319 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $27.9K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1898 holding.
AE Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q3 2021 and has held it in 8 quarters since.
AE Wealth Management's iShares US Pharmaceuticals ETF position peaked at $1.04M in Q4 2021.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.