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

Avior 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 		$423K Sell
4,271
-8,585
-67% -$774K 0.01% 557
2026
Q1 		$1.11M Buy
+12,856
New +$1.13M 0.03% 331

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

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

Avior Wealth Management reduced its iShares US Pharmaceuticals ETF (IHE) stake by 67% in Q2 2026, selling an estimated $774K and leaving 4,271 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #557.

Avior Wealth Management first reported a position in IHE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.11M in Q1 2026. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Avior Wealth Management held 4,271 shares of iShares US Pharmaceuticals ETF worth $423K as of Q2 2026.
  • Avior Wealth Management sold 8,585 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $774K.
  • iShares US Pharmaceuticals ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Avior Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2026 and has held it in 2 quarters since.
  • Avior Wealth Management's iShares US Pharmaceuticals ETF position peaked at $1.11M in Q1 2026.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.