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 Q3	$45K	Buy	445 +13	+3%	+$1.33K	﹤0.01%	1033
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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CX Institutional's IHE Position: Q3 2026 in Review

CX Institutional increased its iShares US Pharmaceuticals ETF (IHE) stake by 3% in Q3 2026, buying an estimated $1.33K and bringing the position to 445 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

CX Institutional first reported a position in IHE in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2026. 7 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

CX Institutional held 445 shares of iShares US Pharmaceuticals ETF worth $45K as of Q3 2026.
CX Institutional bought 13 iShares US Pharmaceuticals ETF shares in Q3 2026, an estimated $1.33K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1033 holding.
CX Institutional first reported a position in iShares US Pharmaceuticals ETF in Q3 2023 and has held it in 10 quarters since.
CX Institutional's iShares US Pharmaceuticals ETF position peaked at $1.41M in Q1 2026.
7 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.