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

Axxcess 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	$900K	Buy	+9,093	New	+$819K	0.01%	555
2026 Q1	–	Sell	-9,062	Closed	-$769K	–	683
2025 Q4	$769K	Buy	9,062 +1,968	+28%	+$157K	0.01%	566
2025 Q3	$515K	Buy	7,094 +31	+0.4%	+$2.14K	0.01%	617
2025 Q2	$463K	Buy	7,063 +33	+0.5%	+$2.15K	0.01%	608
2025 Q1	$496K	Buy	7,030 +2,029	+41%	+$141K	0.01%	559
2024 Q4	$329K	Buy	5,001 +1,607	+47%	+$111K	0.01%	650
2024 Q3	$240K	Buy	3,394 +17	+0.5%	+$1.19K	0.01%	771
2024 Q2	$224K	Buy	3,377 +15	+0.4%	+$983	0.01%	754
2024 Q1	$228K	Buy	3,362 +14	+0.4%	+$925	0.01%	763
2023 Q4	$207K	Buy	+3,348	New	+$197K	0.01%	776
2023 Q1	–	Sell	-3,300	Closed	-$205K	–	663
2022 Q4	$205K	Buy	+3,300	New	+$198K	0.02%	559

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

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

Axxcess Wealth Management opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q2 2026: 9,093 shares worth $900K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IHE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IHE in Q4 2022 and has held it in 11 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Axxcess Wealth Management held 9,093 shares of iShares US Pharmaceuticals ETF worth $900K as of Q2 2026.
iShares US Pharmaceuticals ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares US Pharmaceuticals ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #555 holding.
Axxcess Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2022 and has held it in 11 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.