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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
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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
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

Concord Investment Counsel's IHE Position: Q1 2026 in Review

Concord Investment Counsel reduced its iShares US Pharmaceuticals ETF (IHE) stake by 1.7% in Q1 2026, selling an estimated $75.6K and leaving 49,158 shares worth $4.26M. The position accounts for 1.43% of the portfolio, ranked #25.

Concord Investment Counsel first reported a position in IHE in Q1 2024 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Concord Investment Counsel held 49,158 shares of iShares US Pharmaceuticals ETF worth $4.26M as of Q1 2026.
  • Concord Investment Counsel sold 864 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $75.6K.
  • iShares US Pharmaceuticals ETF made up 1.43% of Concord Investment Counsel's portfolio in Q1 2026, its #25 holding.
  • Concord Investment Counsel first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.