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Allworth Financial’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Allworth Financial’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 		$148K Sell
1,490
-99
-6% -$8.92K ﹤0.01% 1700
2026
Q1 		$138K Buy
1,589
+60
+4% +$5.25K ﹤0.01% 1626
2025
Q4 		$130K Buy
1,529
+99
+7% +$7.9K ﹤0.01% 1591
2025
Q3 		$104K Sell
1,430
-108
-7% -$7.45K ﹤0.01% 1667
2025
Q2 		$101K Buy
1,538
+108
+8% +$7.03K ﹤0.01% 1551
2025
Q1 		$94.5K Hold
1,430
– – ﹤0.01% 1258
2024
Q4 		$95.4K Sell
1,430
-423
-23% -$29.1K ﹤0.01% 1285
2024
Q3 		$131K Buy
1,853
+159
+9% +$11.1K ﹤0.01% 960
2024
Q2 		$115K Buy
1,694
+156
+10% +$10.2K ﹤0.01% 1021
2024
Q1 		$104K Sell
1,538
-1
-0.1% -$66 ﹤0.01% 1007
2023
Q4 		$95K Hold
1,539
– – ﹤0.01% 963
2023
Q3 		$90.7K Hold
1,539
– – ﹤0.01% 915
2023
Q2 		$91.8K Hold
1,539
– – ﹤0.01% 921
2023
Q1 		$89.8K Hold
1,539
– – ﹤0.01% 892
2022
Q4 		$95.4K Hold
1,539
– – ﹤0.01% 825
2022
Q3 		$87K Buy
1,539
+3
+0.2% +$185 ﹤0.01% 807
2022
Q2 		$98K Hold
1,536
– – ﹤0.01% 720
2022
Q1 		$99K Sell
1,536
-111
-7% -$7.04K ﹤0.01% 726
2021
Q4 		$110K Hold
1,647
– – ﹤0.01% 661
2021
Q3 		$101K Buy
1,647
+567
+53% +$36K ﹤0.01% 614
2021
Q2 		$67K Hold
1,080
– – ﹤0.01% 552
2021
Q1 		$64K Buy
+1,080
New +$65.1K ﹤0.01% 523

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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

Allworth Financial's IHE Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Pharmaceuticals ETF (IHE) stake by 6.2% in Q2 2026, selling an estimated $8.92K and leaving 1,490 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Allworth Financial first reported a position in IHE in Q1 2021 and has held it in 22 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Allworth Financial held 1,490 shares of iShares US Pharmaceuticals ETF worth $148K as of Q2 2026.
  • Allworth Financial sold 99 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $8.92K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1700 holding.
  • Allworth Financial first reported a position in iShares US Pharmaceuticals ETF in Q1 2021 and has held it in 22 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.