Bartlett & Co Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Bartlett & Co 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	$7.96K	Hold	90	–	–	﹤0.01%	955
2025 Q4	$7.63K	Hold	90	–	–	﹤0.01%	958
2025 Q3	$6.53K	Hold	90	–	–	﹤0.01%	969
2025 Q2	$5.9K	Hold	90	–	–	﹤0.01%	973
2025 Q1	$6.35K	Hold	90	–	–	﹤0.01%	959
2024 Q4	$5.92K	Hold	90	–	–	﹤0.01%	955
2024 Q3	$6.36K	Hold	90	–	–	﹤0.01%	956
2024 Q2	$5.97K	Hold	90	–	–	﹤0.01%	971
2024 Q1	$6.11K	Hold	90	–	–	﹤0.01%	956
2023 Q4	$5.57K	Hold	90	–	–	﹤0.01%	1067
2023 Q3	$5.34K	Hold	90	–	–	﹤0.01%	984
2023 Q2	$5.37K	Hold	90	–	–	﹤0.01%	979
2023 Q1	$5.26K	Hold	90	–	–	﹤0.01%	889
2022 Q4	$5.58K	Hold	90	–	–	﹤0.01%	905
2022 Q3	$5.09K	Hold	90	–	–	﹤0.01%	925
2022 Q2	$5.75K	Hold	90	–	–	﹤0.01%	989
2022 Q1	$5.83K	Buy	+90	New	+$5.71K	﹤0.01%	898
2021 Q4	–	Sell	-90	Closed	-$5.5K	–	627
2021 Q3	$5.5K	Hold	90	–	–	﹤0.01%	757
2021 Q2	$5.57K	Hold	90	–	–	﹤0.01%	746
2021 Q1	$5.33K	Hold	90	–	–	﹤0.01%	786
2020 Q4	$5.38K	Hold	90	–	–	﹤0.01%	786
2020 Q3	$4.91K	Hold	90	–	–	﹤0.01%	737
2020 Q2	$4.62K	Hold	90	–	–	﹤0.01%	744
2020 Q1	$4.04K	Hold	90	–	–	﹤0.01%	737
2019 Q4	$4.8K	Hold	90	–	–	﹤0.01%	771
2019 Q3	$4.2K	Hold	90	–	–	﹤0.01%	790
2019 Q2	$4.53K	Hold	90	–	–	﹤0.01%	633
2019 Q1	$4.62K	Hold	90	–	–	﹤0.01%	614
2018 Q4	$4.22K	Hold	90	–	–	﹤0.01%	631
2018 Q3	$5.05K	Hold	90	–	–	﹤0.01%	639
2018 Q2	$4.55K	Hold	90	–	–	﹤0.01%	647
2018 Q1	$4.43K	Buy	+90	New	+$4.62K	﹤0.01%	661

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

Bartlett & Co Wealth Management's IHE Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares US Pharmaceuticals ETF (IHE) position steady in Q1 2026 at 90 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Bartlett & Co Wealth Management first reported a position in IHE in Q1 2018 and has held it in 32 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Bartlett & Co Wealth Management held 90 shares of iShares US Pharmaceuticals ETF worth $7.96K as of Q1 2026.
Bartlett & Co Wealth Management left its iShares US Pharmaceuticals ETF share count unchanged in Q1 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #955 holding.
Bartlett & Co Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2018 and has held it in 32 quarters since.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.