Compass Financial Management
IHE icon

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
Q3 		$2.38M Buy
23,689
+18,062
+321% +$1.85M 0.26% 100
2026
Q2 		$565K Buy
+5,627
New +$507K 0.07% 259

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Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Compass Financial Management's IHE Position: Q3 2026 in Review

Compass Financial Management increased its iShares US Pharmaceuticals ETF (IHE) stake by 321% in Q3 2026, buying an estimated $1.85M and bringing the position to 23,689 shares worth $2.38M. The position accounts for 0.26% of the portfolio, ranked #100.

Compass Financial Management first reported a position in IHE in Q2 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

  • Compass Financial Management held 23,689 shares of iShares US Pharmaceuticals ETF worth $2.38M as of Q3 2026.
  • Compass Financial Management bought 18,062 iShares US Pharmaceuticals ETF shares in Q3 2026, an estimated $1.85M.
  • iShares US Pharmaceuticals ETF made up 0.26% of Compass Financial Management's portfolio in Q3 2026, its #100 holding.
  • Compass Financial Management first reported a position in iShares US Pharmaceuticals ETF in Q2 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.