Bogart Wealth LLC’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Bogart Wealth LLC’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	$5.02K	Hold	51	–	–	﹤0.01%	1201
2026 Q1	$4.38K	Buy	51 +1	+2%	+$88	﹤0.01%	1098
2025 Q4	$4.27K	Buy	+50	New	+$3.99K	﹤0.01%	1037
2018 Q1	–	Sell	-63	Closed	-$3K	–	357
2017 Q4	$3K	Sell	63 -78	-55%	-$4.01K	﹤0.01%	294
2017 Q3	$7K	Buy	+141	New	+$7.24K	0.01%	258
2017 Q1	–	Sell	-263,424	Closed	-$12.4M	–	65
2016 Q4	$12.4M	Buy	+263,424	New	+$12.5M	8.41%	4

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

Bogart Wealth LLC's IHE Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 51 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Bogart Wealth LLC first reported a position in IHE in Q4 2016 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2016. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Bogart Wealth LLC held 51 shares of iShares US Pharmaceuticals ETF worth $5.02K as of Q2 2026.
Bogart Wealth LLC left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1201 holding.
Bogart Wealth LLC first reported a position in iShares US Pharmaceuticals ETF in Q4 2016 and has held it in 6 quarters since.
Bogart Wealth LLC's iShares US Pharmaceuticals ETF position peaked at $12.4M in Q4 2016.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.