Guardian Asset Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Guardian Asset Advisors’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	–	Sell	-2,637	Closed	-$229K	–	127
2026 Q1	$229K	Buy	+2,637	New	+$231K	0.13%	98
2025 Q2	–	Sell	-2,946	Closed	-$208K	–	106
2025 Q1	$208K	Sell	2,946 -568	-16%	-$39.5K	0.14%	99
2024 Q4	$231K	Sell	3,514 -157	-4%	-$10.8K	0.15%	95
2024 Q3	$259K	Sell	3,671 -169	-4%	-$11.8K	0.18%	90
2024 Q2	$255K	Sell	3,840 -115	-3%	-$7.54K	0.19%	88
2024 Q1	$269K	Buy	3,955 +160	+4%	+$10.6K	0.22%	86
2023 Q4	$235K	Buy	+3,795	New	+$223K	0.22%	87

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

Guardian Asset Advisors's IHE Position: Q2 2026 in Review

Guardian Asset Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2026, closing a stake of 2,637 shares — an estimated $229K sold.

Guardian Asset Advisors first reported a position in IHE in Q4 2023 and held it in 7 quarters. The position peaked at $269K in Q1 2024. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Guardian Asset Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
Guardian Asset Advisors sold 2,637 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $229K.
Guardian Asset Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2023 and held it in 7 quarters.
Guardian Asset Advisors's iShares US Pharmaceuticals ETF position peaked at $269K in Q1 2024.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.