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Beacon Investment Advisory Services’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Beacon Investment Advisory Services’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 		$303K Hold
3,060
– – 0.01% 218
2026
Q1 		$265K Hold
3,060
– – 0.01% 223
2025
Q4 		$260K Buy
+3,060
New +$244K 0.01% 230

Other funds holding IHE

Fisher Asset Management
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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

Beacon Investment Advisory Services's IHE Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 3,060 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #218.

Beacon Investment Advisory Services first reported a position in IHE in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Beacon Investment Advisory Services held 3,060 shares of iShares US Pharmaceuticals ETF worth $303K as of Q2 2026.
  • Beacon Investment Advisory Services left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
  • iShares US Pharmaceuticals ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #218 holding.
  • Beacon Investment Advisory Services first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.