Focus Partners Wealth
IHE icon

Focus Partners Wealth’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Focus Partners Wealth’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
Q1 		$220K Sell
2,542
-887
-26% -$77.6K ﹤0.01% 2369
2025
Q4 		$291K Sell
3,429
-188
-5% -$15K ﹤0.01% 2244
2025
Q3 		$263K Buy
3,617
+500
+16% +$34.5K ﹤0.01% 1919
2025
Q2 		$204K Buy
3,117
+18
+0.6% +$1.17K ﹤0.01% 1867
2025
Q1 		$219K Sell
3,099
-2,410
-44% -$167K ﹤0.01% 1716
2024
Q4 		$362K Buy
+5,509
New +$379K ﹤0.01% 1466

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Focus Partners Wealth's IHE Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares US Pharmaceuticals ETF (IHE) stake by 26% in Q1 2026, selling an estimated $77.6K and leaving 2,542 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Focus Partners Wealth first reported a position in IHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q4 2024. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Focus Partners Wealth held 2,542 shares of iShares US Pharmaceuticals ETF worth $220K as of Q1 2026.
  • Focus Partners Wealth sold 887 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $77.6K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2369 holding.
  • Focus Partners Wealth first reported a position in iShares US Pharmaceuticals ETF in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's iShares US Pharmaceuticals ETF position peaked at $362K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.