Corient Private Wealth
IHE icon

Corient Private Wealth’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Corient Private Wealth’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 		$562K Sell
6,489
-6,523
-50% -$571K ﹤0.01% 1965
2025
Q4 		$1.1M Buy
13,012
+6,704
+106% +$535K ﹤0.01% 1832
2025
Q3 		$458K Buy
+6,308
New +$435K ﹤0.01% 1845

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $403M AUM 28.73% 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

Corient Private Wealth's IHE Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares US Pharmaceuticals ETF (IHE) stake by 50% in Q1 2026, selling an estimated $571K and leaving 6,489 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Corient Private Wealth first reported a position in IHE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Corient Private Wealth held 6,489 shares of iShares US Pharmaceuticals ETF worth $562K as of Q1 2026.
  • Corient Private Wealth sold 6,523 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $571K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1965 holding.
  • Corient Private Wealth first reported a position in iShares US Pharmaceuticals ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's iShares US Pharmaceuticals ETF position peaked at $1.1M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.