Guardian Wealth Advisors (North Carolina)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025 Q3	–	Sell	-87	Closed	-$5.69K	–	444
2025 Q2	$5.69K	Buy	87 +1	+1%	+$65	﹤0.01%	504
2025 Q1	$6.09K	Hold	86	–	–	﹤0.01%	479
2024 Q4	$5.65K	Hold	86	–	–	﹤0.01%	460
2024 Q3	$6.07K	Buy	+86	New	+$5.99K	﹤0.01%	399

Other funds holding IHE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IHE Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2025, closing a stake of 87 shares — an estimated $5.69K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IHE in Q3 2024 and held it in 4 quarters. The position peaked at $6.09K in Q1 2025. 149 funds tracked by Wall St. Rank hold IHE as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 87 iShares US Pharmaceuticals ETF shares in Q3 2025, an estimated $5.69K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Pharmaceuticals ETF in Q3 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares US Pharmaceuticals ETF position peaked at $6.09K in Q1 2025.
149 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.