CCWM
IHE icon

Cassaday & Co Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Cassaday & Co Wealth Management’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 		$96.7K Hold
977
– – ﹤0.01% 490
2026
Q1 		$84.7K Buy
+977
New +$85.5K ﹤0.01% 498

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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

Cassaday & Co Wealth Management's IHE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 977 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Cassaday & Co Wealth Management first reported a position in IHE in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Cassaday & Co Wealth Management held 977 shares of iShares US Pharmaceuticals ETF worth $96.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.