Creative Planning
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Creative Planning’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Creative Planning’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 		$593K Buy
6,844
+258
+4% +$22.6K ﹤0.01% 2886
2025
Q4 		$559K Buy
6,586
+70
+1% +$5.59K ﹤0.01% 2740
2025
Q3 		$473K Buy
6,516
+389
+6% +$26.8K ﹤0.01% 2776
2025
Q2 		$402K Sell
6,127
-202
-3% -$13.1K ﹤0.01% 2653
2025
Q1 		$447K Sell
6,329
-7,593
-55% -$528K ﹤0.01% 2381
2024
Q4 		$915K Buy
13,922
+7,277
+110% +$501K ﹤0.01% 1707
2024
Q3 		$469K Buy
6,645
+86
+1% +$5.99K ﹤0.01% 2164
2024
Q2 		$435K Buy
6,559
+131
+2% +$8.58K ﹤0.01% 2052
2024
Q1 		$436K Buy
6,428
+674
+12% +$44.6K ﹤0.01% 1951
2023
Q4 		$356K Buy
5,754
+396
+7% +$23.3K ﹤0.01% 1966
2023
Q3 		$316K Sell
5,358
-591
-10% -$36.3K ﹤0.01% 1892
2023
Q2 		$355K Sell
5,949
-198
-3% -$11.8K ﹤0.01% 1778
2023
Q1 		$359K Buy
6,147
+678
+12% +$40.8K ﹤0.01% 1684
2022
Q4 		$339K Sell
5,469
-39
-0.7% -$2.35K ﹤0.01% 1646
2022
Q3 		$311K Hold
5,508
– – ﹤0.01% 1627
2022
Q2 		$352K Buy
5,508
+231
+4% +$14.7K ﹤0.01% 1508
2022
Q1 		$342K Buy
5,277
+1,983
+60% +$126K ﹤0.01% 1543
2021
Q4 		$219K Buy
3,294
+3
+0.1% +$190 ﹤0.01% 1816
2021
Q3 		$201K Buy
+3,291
New +$209K ﹤0.01% 1863
2021
Q2 		– Sell
-5,982
Closed -$354K – 2314
2021
Q1 		$354K Sell
5,982
-282
-5% -$17K ﹤0.01% 1683
2020
Q4 		$375K Buy
6,264
+351
+6% +$20K ﹤0.01% 1477
2020
Q3 		$322K Buy
5,913
+585
+11% +$31.5K ﹤0.01% 1377
2020
Q2 		$273K Buy
5,328
+345
+7% +$17.3K ﹤0.01% 1369
2020
Q1 		$223K Sell
4,983
-585
-11% -$29.5K ﹤0.01% 1341
2019
Q4 		$297K Buy
5,568
+609
+12% +$30K ﹤0.01% 1408
2019
Q3 		$231K Sell
4,959
-285
-5% -$13.6K ﹤0.01% 1511
2019
Q2 		$264K Buy
5,244
+12
+0.2% +$593 ﹤0.01% 1450
2019
Q1 		$269K Sell
5,232
-102
-2% -$5.08K ﹤0.01% 1391
2018
Q4 		$250K Buy
5,334
+15
+0.3% +$769 ﹤0.01% 1343
2018
Q3 		$298K Buy
5,319
+306
+6% +$16.7K ﹤0.01% 1401
2018
Q2 		$253K Sell
5,013
-516
-9% -$25.6K ﹤0.01% 1471
2018
Q1 		$272K Sell
5,529
-1,224
-18% -$62.8K ﹤0.01% 1402
2017
Q4 		$347K Buy
6,753
+72
+1% +$3.7K ﹤0.01% 1279
2017
Q3 		$348K Sell
6,681
-57
-0.8% -$2.93K ﹤0.01% 1242
2017
Q2 		$348K Buy
6,738
+72
+1% +$3.64K ﹤0.01% 1202
2017
Q1 		$335K Buy
6,666
+840
+14% +$41.6K ﹤0.01% 1201
2016
Q4 		$275K Sell
5,826
-906
-13% -$43K ﹤0.01% 1233
2016
Q3 		$335K Buy
6,732
+456
+7% +$23.1K ﹤0.01% 1125
2016
Q2 		$302K Sell
6,276
-1,347
-18% -$64.1K ﹤0.01% 1042
2016
Q1 		$348K Sell
7,623
-1,710
-18% -$80K ﹤0.01% 914
2015
Q4 		$503K Buy
9,333
+885
+10% +$46.6K ﹤0.01% 754
2015
Q3 		$417K Buy
+8,448
New +$484K ﹤0.01% 807
2015
Q2 		– Sell
-7,530
Closed -$433K – 1989
2015
Q1 		$433K Sell
7,530
-57
-0.8% -$3.12K ﹤0.01% 802
2014
Q4 		$383K Buy
7,587
+2,658
+54% +$130K ﹤0.01% 806
2014
Q3 		$231K Buy
4,929
+312
+7% +$14.1K ﹤0.01% 985
2014
Q2 		$208K Buy
4,617
+2,073
+81% +$89.2K ﹤0.01% 1010
2014
Q1 		$107K Buy
2,544
+273
+12% +$11.4K ﹤0.01% 1366
2013
Q4 		$89K Buy
2,271
+6
+0.3% +$225 ﹤0.01% 1265
2013
Q3 		$80K Sell
2,265
-126
-5% -$4.44K ﹤0.01% 1253
2013
Q2 		$79K Buy
+2,391
New +$79.4K ﹤0.01% 1115

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

Creative Planning's IHE Position: Q1 2026 in Review

Creative Planning increased its iShares US Pharmaceuticals ETF (IHE) stake by 3.9% in Q1 2026, buying an estimated $22.6K and bringing the position to 6,844 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Creative Planning first reported a position in IHE in Q2 2013 and has held it in 50 quarters since. The position peaked at $915K in Q4 2024. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Creative Planning held 6,844 shares of iShares US Pharmaceuticals ETF worth $593K as of Q1 2026.
  • Creative Planning bought 258 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $22.6K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2886 holding.
  • Creative Planning first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and has held it in 50 quarters since.
  • Creative Planning's iShares US Pharmaceuticals ETF position peaked at $915K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.