Essex Savings Bank’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Essex Savings Bank’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	$327K	Hold	3,300	–	–	0.07%	223
2026 Q1	$286K	Hold	3,300	–	–	0.06%	228
2025 Q4	$280K	Hold	3,300	–	–	0.06%	245
2025 Q3	$239K	Hold	3,300	–	–	0.05%	271
2025 Q2	$216K	Hold	3,300	–	–	0.05%	286
2025 Q1	$233K	Hold	3,300	–	–	0.06%	262
2024 Q4	$217K	Hold	3,300	–	–	0.05%	276
2024 Q3	$233K	Hold	3,300	–	–	0.06%	258
2024 Q2	$219K	Buy	3,300 +2,200	+200%	+$144K	0.06%	244
2024 Q1	$204K	Sell	1,100 -2,200	-67%	-$145K	0.06%	254
2023 Q4	$204K	Buy	+3,300	New	+$194K	0.06%	254
2023 Q1	–	Sell	-3,300	Closed	-$205K	–	229
2022 Q4	$205K	Buy	+3,300	New	+$198K	0.07%	214
2022 Q3	–	Sell	-3,300	Closed	-$211K	–	214
2022 Q2	$211K	Hold	3,300	–	–	0.08%	201
2022 Q1	$214K	Hold	3,300	–	–	0.07%	211
2021 Q4	$220K	Hold	3,300	–	–	0.07%	205
2021 Q3	$213K	Hold	3,300	–	–	0.08%	202
2021 Q2	$203K	Buy	+3,300	New	+$201K	0.08%	210
2019 Q3	–	Sell	-3,300	Closed	-$166K	–	386
2019 Q2	$166K	Hold	3,300	–	–	0.06%	253
2019 Q1	$169K	Hold	3,300	–	–	0.1%	158
2018 Q4	$155K	Buy	+3,300	New	+$169K	0.1%	160

Other funds holding IHE

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Essex Savings Bank's IHE Position: Q2 2026 in Review

Essex Savings Bank held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 3,300 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #223.

Essex Savings Bank first reported a position in IHE in Q4 2018 and has held it in 20 quarters since. 91 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Essex Savings Bank held 3,300 shares of iShares US Pharmaceuticals ETF worth $327K as of Q2 2026.
Essex Savings Bank left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #223 holding.
Essex Savings Bank first reported a position in iShares US Pharmaceuticals ETF in Q4 2018 and has held it in 20 quarters since.
91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.