Commonwealth Retirement Investments’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Commonwealth Retirement Investments’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	$285K	Sell	3,290 -2,856	-46%	-$250K	0.09%	111
2025 Q4	$521K	Buy	+6,146	New	+$491K	0.17%	92
2025 Q1	–	Sell	-8,157	Closed	-$536K	–	100
2024 Q4	$536K	Buy	+8,157	New	+$561K	0.22%	77

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

Commonwealth Retirement Investments's IHE Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its iShares US Pharmaceuticals ETF (IHE) stake by 46% in Q1 2026, selling an estimated $250K and leaving 3,290 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #111.

Commonwealth Retirement Investments first reported a position in IHE in Q4 2024 and has held it in 3 quarters since. The position peaked at $536K in Q4 2024. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Commonwealth Retirement Investments held 3,290 shares of iShares US Pharmaceuticals ETF worth $285K as of Q1 2026.
Commonwealth Retirement Investments sold 2,856 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $250K.
iShares US Pharmaceuticals ETF made up 0.09% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #111 holding.
Commonwealth Retirement Investments first reported a position in iShares US Pharmaceuticals ETF in Q4 2024 and has held it in 3 quarters since.
Commonwealth Retirement Investments's iShares US Pharmaceuticals ETF position peaked at $536K in Q4 2024.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.