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Capital Analysts LLC’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Capital Analysts 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
Q1 		$121K Sell
1,392
-8
-0.6% -$700 ﹤0.01% 749
2025
Q4 		$119K Buy
1,400
+758
+118% +$60.5K ﹤0.01% 732
2025
Q3 		$47K Sell
642
-290
-31% -$20K ﹤0.01% 896
2025
Q2 		$61K Hold
932
– – ﹤0.01% 772
2025
Q1 		$66K Sell
932
-643
-41% -$44.7K ﹤0.01% 735
2024
Q4 		$104K Buy
1,575
+464
+42% +$31.9K ﹤0.01% 603
2024
Q3 		$78K Hold
1,111
– – ﹤0.01% 632
2024
Q2 		$74K Buy
1,111
+286
+35% +$18.7K ﹤0.01% 634
2024
Q1 		$56K Sell
825
-2,382
-74% -$157K ﹤0.01% 643
2023
Q4 		$198K Buy
+3,207
New +$188K 0.01% 426
2018
Q1 		– Sell
-390
Closed -$20K – 565
2017
Q4 		$20K Buy
+390
New +$20K ﹤0.01% 362

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 $403M AUM 28.73% 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

Capital Analysts LLC's IHE Position: Q1 2026 in Review

Capital Analysts LLC reduced its iShares US Pharmaceuticals ETF (IHE) stake by 0.57% in Q1 2026, selling an estimated $700 and leaving 1,392 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Capital Analysts LLC first reported a position in IHE in Q4 2017 and has held it in 11 quarters since. The position peaked at $198K in Q4 2023. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Capital Analysts LLC held 1,392 shares of iShares US Pharmaceuticals ETF worth $121K as of Q1 2026.
  • Capital Analysts LLC sold 8 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $700.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #749 holding.
  • Capital Analysts LLC first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and has held it in 11 quarters since.
  • Capital Analysts LLC's iShares US Pharmaceuticals ETF position peaked at $198K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.