AssetMark Inc’s iShares US Pharmaceuticals ETF IHE Stock Holding History

AssetMark Inc’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	$57.3K	Buy	579 +114	+25%	+$10.3K	﹤0.01%	1788
2026 Q1	$40.3K	Hold	465	–	–	﹤0.01%	1824
2025 Q4	$39.4K	Buy	465 +312	+204%	+$24.9K	﹤0.01%	1794
2025 Q3	$11.1K	Sell	153 -153	-50%	-$10.6K	﹤0.01%	2092
2025 Q2	$20.1K	Sell	306 -126	-29%	-$8.2K	﹤0.01%	1806
2025 Q1	$30.5K	Hold	432	–	–	﹤0.01%	1581
2024 Q4	$28.4K	Hold	432	–	–	﹤0.01%	1571
2024 Q3	$30.5K	Buy	432 +216	+100%	+$15.1K	﹤0.01%	1404
2024 Q2	$14.3K	Buy	+216	New	+$14.2K	﹤0.01%	1440
2023 Q4	–	Sell	-102	Closed	-$6.02K	–	1929
2023 Q3	$6.02K	Buy	+102	New	+$6.26K	﹤0.01%	1369
2017 Q2	–	Sell	-48	Closed	-$2K	–	1432
2017 Q1	$2K	Buy	+48	New	+$2.38K	﹤0.01%	1135

Other funds holding IHE

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IWS

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

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AssetMark Inc's IHE Position: Q2 2026 in Review

AssetMark Inc increased its iShares US Pharmaceuticals ETF (IHE) stake by 25% in Q2 2026, buying an estimated $10.3K and bringing the position to 579 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

AssetMark Inc first reported a position in IHE in Q1 2017 and has held it in 11 quarters since. 91 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

AssetMark Inc held 579 shares of iShares US Pharmaceuticals ETF worth $57.3K as of Q2 2026.
AssetMark Inc bought 114 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $10.3K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1788 holding.
AssetMark Inc first reported a position in iShares US Pharmaceuticals ETF in Q1 2017 and has held it in 11 quarters since.
91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.