Compass Financial Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Compass Financial 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	$565K	Buy	+5,627	New	+$507K	0.07%	259

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $1.02B AUM 38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Financial Management's IHE Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares US Pharmaceuticals ETF made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #259 holding.
201 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.