CX Institutional’s iShares US Pharmaceuticals ETF IHE Stock Holding History

CX Institutional’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	$43K	Sell	432 -15,820	-97%	-$1.43M	﹤0.01%	1006
2026 Q1	$1.41M	Buy	16,252 +14,142	+670%	+$1.24M	0.04%	294
2025 Q4	$179K	Buy	2,110 +1,308	+163%	+$104K	0.01%	741
2025 Q3	$58K	Buy	802 +773	+2,666%	+$53.3K	﹤0.01%	913
2025 Q2	$2K	Sell	29 -13	-31%	-$846	﹤0.01%	1151
2025 Q1	$3K	Buy	+42	New	+$2.92K	﹤0.01%	1109
2024 Q2	–	Sell	-3,748	Closed	-$254K	–	555
2024 Q1	$254K	Sell	3,748 -428	-10%	-$28.3K	0.01%	494
2023 Q4	$258K	Sell	4,176 -909	-18%	-$53.4K	0.01%	438
2023 Q3	$300K	Buy	+5,085	New	+$312K	0.02%	398

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CX Institutional's IHE Position: Q2 2026 in Review

CX Institutional reduced its iShares US Pharmaceuticals ETF (IHE) stake by 97% in Q2 2026, selling an estimated $1.43M and leaving 432 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

CX Institutional first reported a position in IHE in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

CX Institutional held 432 shares of iShares US Pharmaceuticals ETF worth $43K as of Q2 2026.
CX Institutional sold 15,820 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $1.43M.
iShares US Pharmaceuticals ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1006 holding.
CX Institutional first reported a position in iShares US Pharmaceuticals ETF in Q3 2023 and has held it in 9 quarters since.
CX Institutional's iShares US Pharmaceuticals ETF position peaked at $1.41M in Q1 2026.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.