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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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 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. 55 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.
  • 55 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.