BLC
IHE icon

Brown, Lisle/Cummings’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Brown, Lisle/Cummings’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 		$190K Sell
2,196
-180
-8% -$15.8K 0.05% 217
2025
Q4 		$202K Hold
2,376
– – 0.05% 207
2025
Q3 		$172K Hold
2,376
– – 0.04% 223
2025
Q2 		$156K Buy
2,376
+129
+6% +$8.4K 0.04% 235
2025
Q1 		$159K Hold
2,247
– – 0.05% 227
2024
Q4 		$148K Hold
2,247
– – 0.04% 232
2024
Q3 		$159K Sell
2,247
-858
-28% -$59.8K 0.05% 228
2024
Q2 		$206K Hold
3,105
– – 0.07% 196
2024
Q1 		$211K Hold
3,105
– – 0.07% 189
2023
Q4 		$192K Sell
3,105
-63
-2% -$3.7K 0.07% 198
2023
Q3 		$187K Hold
3,168
– – 0.08% 189
2023
Q2 		$189K Hold
3,168
– – 0.08% 184
2023
Q1 		$185K Hold
3,168
– – 0.09% 176
2022
Q4 		$197K Sell
3,168
-264
-8% -$15.9K 0.11% 159
2022
Q3 		$194K Hold
3,432
– – 0.11% 149
2022
Q2 		$219K Sell
3,432
-825
-19% -$52.4K 0.12% 150
2022
Q1 		$276K Buy
4,257
+192
+5% +$12.2K 0.13% 145
2021
Q4 		$270K Buy
+4,065
New +$258K 0.14% 142

Other funds holding IHE

Fisher Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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 $404M AUM 19.8% 1-Year Est. Return
LPL Financial
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

Brown, Lisle/Cummings's IHE Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its iShares US Pharmaceuticals ETF (IHE) stake by 7.6% in Q1 2026, selling an estimated $15.8K and leaving 2,196 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #217.

Brown, Lisle/Cummings first reported a position in IHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $276K in Q1 2022. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Brown, Lisle/Cummings held 2,196 shares of iShares US Pharmaceuticals ETF worth $190K as of Q1 2026.
  • Brown, Lisle/Cummings sold 180 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $15.8K.
  • iShares US Pharmaceuticals ETF made up 0.05% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #217 holding.
  • Brown, Lisle/Cummings first reported a position in iShares US Pharmaceuticals ETF in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's iShares US Pharmaceuticals ETF position peaked at $276K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.