Capital Investment Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Capital Investment 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 Q1	$479K	Sell	5,525 -77	-1%	-$6.74K	0.01%	500
2025 Q4	$475K	Sell	5,602 -1,835	-25%	-$146K	0.01%	494
2025 Q3	$540K	Buy	7,437 +313	+4%	+$21.6K	0.01%	456
2025 Q2	$467K	Buy	7,124 +1,588	+29%	+$103K	0.01%	468
2025 Q1	$391K	Buy	5,536 +150	+3%	+$10.4K	0.01%	483
2024 Q4	$354K	Buy	5,386 +1,751	+48%	+$120K	0.01%	483
2024 Q3	$257K	Sell	3,635 -172	-5%	-$12K	0.01%	559
2024 Q2	$252K	Buy	3,807 +2	+0.1%	+$131	0.01%	527
2024 Q1	$258K	Buy	3,805 +1	+0%	+$66	0.01%	525
2023 Q4	$235K	Buy	+3,804	New	+$224K	0.01%	534

Other funds holding IHE

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Investment Advisors's IHE Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 1.4% in Q1 2026, selling an estimated $6.74K and leaving 5,525 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #500.

Capital Investment Advisors first reported a position in IHE in Q4 2023 and has held it in 10 quarters since. The position peaked at $540K in Q3 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Capital Investment Advisors held 5,525 shares of iShares US Pharmaceuticals ETF worth $479K as of Q1 2026.
Capital Investment Advisors sold 77 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $6.74K.
iShares US Pharmaceuticals ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #500 holding.
Capital Investment Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2023 and has held it in 10 quarters since.
Capital Investment Advisors's iShares US Pharmaceuticals ETF position peaked at $540K in Q3 2025.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.