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 Q2	$64K	Sell	642 -750	-54%	-$67.6K	﹤0.01%	940
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 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

Capital Analysts LLC's IHE Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares US Pharmaceuticals ETF (IHE) stake by 54% in Q2 2026, selling an estimated $67.6K and leaving 642 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Capital Analysts LLC first reported a position in IHE in Q4 2017 and has held it in 12 quarters since. The position peaked at $198K in Q4 2023. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Capital Analysts LLC held 642 shares of iShares US Pharmaceuticals ETF worth $64K as of Q2 2026.
Capital Analysts LLC sold 750 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $67.6K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #940 holding.
Capital Analysts LLC first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and has held it in 12 quarters since.
Capital Analysts LLC's iShares US Pharmaceuticals ETF position peaked at $198K in Q4 2023.
210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.