Grimes & Company’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Grimes & Company’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	$452K	Buy	4,567 +13	+0.3%	+$1.17K	0.01%	324
2026 Q1	$395K	Sell	4,554 -17,875	-80%	-$1.56M	0.01%	329
2025 Q4	$1.9M	Buy	22,429 +929	+4%	+$74.1K	0.05%	195
2025 Q3	$1.56M	Sell	21,500 -896	-4%	-$61.8K	0.04%	195
2025 Q2	$1.47M	Buy	+22,396	New	+$1.46M	0.04%	183
2025 Q1	–	Sell	-14,715	Closed	-$967K	–	389
2024 Q4	$967K	Buy	+14,715	New	+$1.01M	0.03%	196

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

Grimes & Company's IHE Position: Q2 2026 in Review

Grimes & Company increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.29% in Q2 2026, buying an estimated $1.17K and bringing the position to 4,567 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #324.

Grimes & Company first reported a position in IHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q4 2025. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Grimes & Company held 4,567 shares of iShares US Pharmaceuticals ETF worth $452K as of Q2 2026.
Grimes & Company bought 13 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $1.17K.
iShares US Pharmaceuticals ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #324 holding.
Grimes & Company first reported a position in iShares US Pharmaceuticals ETF in Q4 2024 and has held it in 6 quarters since.
Grimes & Company's iShares US Pharmaceuticals ETF position peaked at $1.9M in Q4 2025.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.