Cahill Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Cahill Financial Advisors’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	$2.02M	Buy	20,360 +24	+0.1%	+$2.16K	0.19%	87
2026 Q1	$1.76M	Buy	20,336 +27	+0.1%	+$2.36K	0.19%	85
2025 Q4	$1.72M	Buy	20,309 +55	+0.3%	+$4.39K	0.19%	85
2025 Q3	$1.47M	Buy	20,254 +34	+0.2%	+$2.35K	0.17%	94
2025 Q2	$1.33M	Buy	20,220 +33	+0.2%	+$2.15K	0.16%	92
2025 Q1	$1.42M	Buy	20,187 +32	+0.2%	+$2.22K	0.19%	87
2024 Q4	$1.32M	Buy	20,155 +25	+0.1%	+$1.72K	0.18%	94
2024 Q3	$1.42M	Sell	20,130 -372	-2%	-$25.9K	0.19%	83
2024 Q2	$1.36M	Sell	20,502 -586	-3%	-$38.4K	0.19%	97
2024 Q1	$1.43M	Buy	21,088 +37	+0.2%	+$2.45K	0.2%	96
2023 Q4	$1.3M	Buy	21,051 +66	+0.3%	+$3.88K	0.19%	97
2023 Q3	$1.24M	Hold	20,985	–	–	0.21%	102
2023 Q2	$1.25M	Sell	20,985 -156	-0.7%	-$9.27K	0.2%	101
2023 Q1	$1.24M	Sell	21,141 -171	-0.8%	-$10.3K	0.22%	104
2022 Q4	$1.32M	Buy	21,312 +141	+0.7%	+$8.48K	0.25%	96
2022 Q3	$1.2M	Sell	21,171 -162	-0.8%	-$9.98K	0.25%	93
2022 Q2	$1.36M	Buy	21,333 +15	+0.1%	+$952	0.29%	82
2022 Q1	$1.38M	Buy	21,318 +42	+0.2%	+$2.66K	0.26%	86
2021 Q4	$1.42M	Buy	21,276 +96	+0.5%	+$6.09K	0.27%	84
2021 Q3	$1.29M	Hold	21,180	–	–	0.26%	82
2021 Q2	$1.31M	Buy	21,180 +15	+0.1%	+$912	0.29%	77
2021 Q1	$1.25M	Sell	21,165 -99	-0.5%	-$5.97K	0.31%	73
2020 Q4	$1.27M	Buy	21,264 +15	+0.1%	+$855	0.32%	68
2020 Q3	$1.16M	Sell	21,249 -363	-2%	-$19.6K	0.42%	60
2020 Q2	$1.11M	Buy	21,612 +108	+0.5%	+$5.43K	0.43%	57
2020 Q1	$965K	Hold	21,504	–	–	0.45%	58
2019 Q4	$1.15M	Buy	21,504 +162	+0.8%	+$7.99K	0.42%	63
2019 Q3	$995K	Sell	21,342 -207	-1%	-$9.91K	0.39%	72
2019 Q2	$1.08M	Buy	21,549 +72	+0.3%	+$3.56K	0.43%	64
2019 Q1	$1.1M	Buy	21,477 +69	+0.3%	+$3.43K	0.46%	62
2018 Q4	$1M	Buy	21,408 +105	+0.5%	+$5.38K	0.5%	56
2018 Q3	$1.19M	Buy	21,303 +66	+0.3%	+$3.61K	0.53%	52
2018 Q2	$1.07M	Sell	21,237 -63	-0.3%	-$3.12K	0.49%	56
2018 Q1	$1.05M	Sell	21,300 -2,229	-9%	-$114K	0.5%	54
2017 Q4	$1.21M	Buy	23,529 +108	+0.5%	+$5.55K	0.61%	46
2017 Q3	$1.22M	Sell	23,421 -414	-2%	-$21.3K	0.65%	43
2017 Q2	$1.23M	Sell	23,835 -3,489	-13%	-$176K	0.68%	42
2017 Q1	$1.38M	Buy	27,324 +48	+0.2%	+$2.38K	0.79%	38
2016 Q4	$1.29M	Sell	27,276 -24	-0.1%	-$1.14K	0.78%	37
2016 Q3	$1.36M	Sell	27,300 -777	-3%	-$39.4K	0.88%	36
2016 Q2	$1.35M	Sell	28,077 -9	-0%	-$428	0.94%	32
2016 Q1	$1.28M	Buy	28,086 +267	+1%	+$12.5K	0.96%	31
2015 Q4	$1.5M	Sell	27,819 -1,992	-7%	-$105K	1.23%	27
2015 Q3	$1.47M	Buy	29,811 +423	+1%	+$24.2K	1.2%	27
2015 Q2	$1.71M	Sell	29,388 -105	-0.4%	-$6.13K	1.28%	27
2015 Q1	$1.7M	Sell	29,493 -318	-1%	-$17.4K	1.29%	27
2014 Q4	$1.5M	Buy	29,811 +615	+2%	+$30K	1.16%	30
2014 Q3	$1.37M	Sell	29,196 -8,250	-22%	-$372K	1.09%	32
2014 Q2	$1.69M	Buy	37,446 +60	+0.2%	+$2.58K	1.32%	28
2014 Q1	$1.58M	Buy	37,386 +75	+0.2%	+$3.14K	1.35%	27
2013 Q4	$1.47M	Buy	+37,311	New	+$1.4M	1.27%	29

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 51.91% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CIC

Concord Investment Counsel Irvine, California $366M AUM 38.82% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Cahill Financial Advisors's IHE Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.12% in Q2 2026, buying an estimated $2.16K and bringing the position to 20,360 shares worth $2.02M. The position accounts for 0.19% of the portfolio, ranked #87.

Cahill Financial Advisors first reported a position in IHE in Q4 2013 and has held it in 51 quarters since. 145 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Cahill Financial Advisors held 20,360 shares of iShares US Pharmaceuticals ETF worth $2.02M as of Q2 2026.
Cahill Financial Advisors bought 24 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $2.16K.
iShares US Pharmaceuticals ETF made up 0.19% of Cahill Financial Advisors's portfolio in Q2 2026, its #87 holding.
Cahill Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2013 and has held it in 51 quarters since.
145 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.