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Concord Investment Counsel’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Concord Investment Counsel’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 		$4.89M Buy
49,456
+298
+0.6% +$26.9K 1.34% 26
2026
Q1 		$4.26M Sell
49,158
-864
-2% -$75.6K 1.43% 25
2025
Q4 		$4.24M Sell
50,022
-1,707
-3% -$136K 1.38% 23
2025
Q3 		$3.75M Buy
+51,729
New +$3.57M 1.19% 25
2024
Q1 		$3.88M Buy
+57,145
New +$3.78M 1.4% 24

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

Concord Investment Counsel's IHE Position: Q2 2026 in Review

Concord Investment Counsel increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.61% in Q2 2026, buying an estimated $26.9K and bringing the position to 49,456 shares worth $4.89M. The position accounts for 1.34% of the portfolio, ranked #26.

Concord Investment Counsel first reported a position in IHE in Q1 2024 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Concord Investment Counsel held 49,456 shares of iShares US Pharmaceuticals ETF worth $4.89M as of Q2 2026.
  • Concord Investment Counsel bought 298 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $26.9K.
  • iShares US Pharmaceuticals ETF made up 1.34% of Concord Investment Counsel's portfolio in Q2 2026, its #26 holding.
  • Concord Investment Counsel first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.