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BFC Planning, Inc.’s iShares US Pharmaceuticals ETF IHE Stock Holding History

BFC Planning, Inc.’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 		$231K Hold
2,331
– – 0.01% 884
2026
Q1 		$202K Buy
+2,331
New +$204K 0.01% 872
2025
Q2 		– Sell
-300
Closed -$21.2K – 2757
2025
Q1 		$21.2K Hold
300
– – ﹤0.01% 1433
2024
Q4 		$19.7K Buy
+300
New +$20.6K ﹤0.01% 1458

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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 $57.1B AUM 43.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

BFC Planning, Inc.'s IHE Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 2,331 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #884.

BFC Planning, Inc. first reported a position in IHE in Q4 2024 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • BFC Planning, Inc. held 2,331 shares of iShares US Pharmaceuticals ETF worth $231K as of Q2 2026.
  • BFC Planning, Inc. left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
  • iShares US Pharmaceuticals ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #884 holding.
  • BFC Planning, Inc. first reported a position in iShares US Pharmaceuticals ETF in Q4 2024 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.