EPG Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

EPG Wealth Management’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	$10.7K	Buy	108 +1	+0.9%	+$90	﹤0.01%	278
2026 Q1	$9.32K	Hold	107	–	–	﹤0.01%	285
2025 Q4	$9.09K	Buy	107 +1	+0.9%	+$80	﹤0.01%	279
2025 Q3	$7.72K	Hold	106	–	–	﹤0.01%	285
2025 Q2	$6.94K	Buy	106 +1	+1%	+$65	﹤0.01%	282
2025 Q1	$7.44K	Hold	105	–	–	﹤0.01%	381
2024 Q4	$6.9K	Hold	105	–	–	﹤0.01%	388
2024 Q3	$7.41K	Buy	+105	New	+$7.32K	﹤0.01%	381
2024 Q2	–	Sell	-105	Closed	-$6.88K	–	406
2024 Q1	$7.13K	Hold	105	–	–	﹤0.01%	399
2023 Q4	$6.99K	Hold	105	–	–	﹤0.01%	387
2023 Q3	$6.19K	Hold	105	–	–	﹤0.01%	380
2023 Q2	$6.27K	Hold	105	–	–	﹤0.01%	372
2023 Q1	$6.13K	Hold	105	–	–	﹤0.01%	381
2022 Q4	$6.51K	Hold	105	–	–	﹤0.01%	348
2022 Q3	$6K	Buy	+105	New	+$6.47K	﹤0.01%	352
2022 Q2	–	Sell	-105	Closed	-$7K	–	297
2022 Q1	$7K	Hold	105	–	–	﹤0.01%	364
2021 Q4	$7K	Hold	105	–	–	﹤0.01%	369
2021 Q3	$6K	Buy	+105	New	+$6.67K	﹤0.01%	347
2020 Q2	–	Sell	-309	Closed	-$14K	–	433
2020 Q1	$14K	Buy	309 +204	+194%	+$10.3K	0.01%	448
2019 Q4	$6K	Buy	+105	New	+$5.18K	﹤0.01%	486

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

EPG Wealth Management's IHE Position: Q2 2026 in Review

EPG Wealth Management increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.93% in Q2 2026, buying an estimated $90 and bringing the position to 108 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

EPG Wealth Management first reported a position in IHE in Q4 2019 and has held it in 20 quarters since. The position peaked at $14K in Q1 2020. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

EPG Wealth Management held 108 shares of iShares US Pharmaceuticals ETF worth $10.7K as of Q2 2026.
EPG Wealth Management bought 1 iShares US Pharmaceuticals ETF share in Q2 2026, an estimated $90.
iShares US Pharmaceuticals ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #278 holding.
EPG Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's iShares US Pharmaceuticals ETF position peaked at $14K in Q1 2020.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.