Harbor Asset Planning’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Harbor Asset Planning’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	$23K	Sell	233 -185	-44%	-$16.7K	0.02%	295
2026 Q1	$36.2K	Buy	418 +2	+0.5%	+$175	0.03%	238
2025 Q4	$35.3K	Buy	416 +2	+0.5%	+$160	0.03%	232
2025 Q3	$30K	Buy	414 +2	+0.5%	+$138	0.03%	244
2025 Q2	$27K	Buy	+412	New	+$26.8K	0.03%	248

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

Harbor Asset Planning's IHE Position: Q2 2026 in Review

Harbor Asset Planning reduced its iShares US Pharmaceuticals ETF (IHE) stake by 44% in Q2 2026, selling an estimated $16.7K and leaving 233 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #295.

Harbor Asset Planning first reported a position in IHE in Q2 2025 and has held it in 5 quarters since. The position peaked at $36.2K in Q1 2026. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Harbor Asset Planning held 233 shares of iShares US Pharmaceuticals ETF worth $23K as of Q2 2026.
Harbor Asset Planning sold 185 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $16.7K.
iShares US Pharmaceuticals ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #295 holding.
Harbor Asset Planning first reported a position in iShares US Pharmaceuticals ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's iShares US Pharmaceuticals ETF position peaked at $36.2K in Q1 2026.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.