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COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Pharmaceuticals ETF IHE Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$565K Buy
+5,627
New +$507K 0.07% 259

Other funds holding IHE

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $366M AUM 38.82% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IHE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q2 2026: 5,627 shares worth $565K. The stake represents 0.07% of the portfolio and ranks #259 among its holdings.

155 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 5,627 shares of iShares US Pharmaceuticals ETF worth $565K as of Q2 2026.
  • iShares US Pharmaceuticals ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares US Pharmaceuticals ETF made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #259 holding.
  • 155 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.