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 Q2	$635K	Buy	6,415 +890	+16%	+$80.2K	0.01%	455
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 $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 $1.01B AUM 28.81% 1-Year Est. Return

Capital Investment Advisors's IHE Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 16% in Q2 2026, buying an estimated $80.2K and bringing the position to 6,415 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #455.

Capital Investment Advisors first reported a position in IHE in Q4 2023 and has held it in 11 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Capital Investment Advisors held 6,415 shares of iShares US Pharmaceuticals ETF worth $635K as of Q2 2026.
Capital Investment Advisors bought 890 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $80.2K.
iShares US Pharmaceuticals ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #455 holding.
Capital Investment Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2023 and has held it in 11 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.