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

CAPTRUST 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
Q1 		$461K Buy
5,323
+410
+8% +$35.9K ﹤0.01% 2088
2025
Q4 		$417K Buy
4,913
+2
+0% +$160 ﹤0.01% 2016
2025
Q3 		$356K Buy
4,911
+101
+2% +$6.97K ﹤0.01% 2048
2025
Q2 		$315K Sell
4,810
-274
-5% -$17.8K ﹤0.01% 2020
2025
Q1 		$359K Buy
5,084
+59
+1% +$4.1K ﹤0.01% 1843
2024
Q4 		$330K Buy
5,025
+171
+4% +$11.8K ﹤0.01% 1851
2024
Q3 		$343K Sell
4,854
-53
-1% -$3.69K ﹤0.01% 1809
2024
Q2 		$325K Sell
4,907
-209
-4% -$13.7K ﹤0.01% 1767
2024
Q1 		$347K Sell
5,116
-704
-12% -$46.5K ﹤0.01% 1687
2023
Q4 		$360K Buy
+5,820
New +$342K ﹤0.01% 1988
2022
Q1 		– Sell
-849
Closed -$56K – 5010
2021
Q4 		$56K Buy
+849
New +$53.8K ﹤0.01% 2578
2021
Q3 		– Sell
-108
Closed -$7K – 4695
2021
Q2 		$7K Buy
+108
New +$6.57K ﹤0.01% 3705
2014
Q3 		– Sell
-459
Closed -$21K – 87
2014
Q2 		$21K Buy
+459
New +$19.7K ﹤0.01% 110

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

CAPTRUST Financial Advisors's IHE Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 8.3% in Q1 2026, buying an estimated $35.9K and bringing the position to 5,323 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

CAPTRUST Financial Advisors first reported a position in IHE in Q2 2014 and has held it in 13 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • CAPTRUST Financial Advisors held 5,323 shares of iShares US Pharmaceuticals ETF worth $461K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 410 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $35.9K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2088 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2014 and has held it in 13 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.