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Ellerson Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Ellerson Group’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 		$259K Hold
2,619
– – 0.15% 52
2026
Q1 		$227K Hold
2,619
– – 0.15% 54
2025
Q4 		$222K Buy
+2,619
New +$209K 0.15% 50

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ellerson Group's IHE Position: Q2 2026 in Review

Ellerson Group held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 2,619 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #52.

Ellerson Group first reported a position in IHE in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Ellerson Group held 2,619 shares of iShares US Pharmaceuticals ETF worth $259K as of Q2 2026.
  • Ellerson Group left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
  • iShares US Pharmaceuticals ETF made up 0.15% of Ellerson Group's portfolio in Q2 2026, its #52 holding.
  • Ellerson Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.