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Concurrent Investment Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Concurrent Investment Advisors’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 		$5.19M Sell
52,448
-4,740
-8% -$427K 0.04% 422
2026
Q1 		$4.96M Buy
57,188
+54,326
+1,898% +$4.76M 0.05% 360
2025
Q4 		$243K Buy
+2,862
New +$228K ﹤0.01% 1525

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 $1.01B AUM 28.81% 1-Year Est. Return

Concurrent Investment Advisors's IHE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 8.3% in Q2 2026, selling an estimated $427K and leaving 52,448 shares worth $5.19M. The position accounts for 0.04% of the portfolio, ranked #422.

Concurrent Investment Advisors first reported a position in IHE in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Concurrent Investment Advisors held 52,448 shares of iShares US Pharmaceuticals ETF worth $5.19M as of Q2 2026.
  • Concurrent Investment Advisors sold 4,740 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $427K.
  • iShares US Pharmaceuticals ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #422 holding.
  • Concurrent Investment Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.