HOWA
IHE icon

Heritage Oak Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Heritage Oak Wealth 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
-6,117
Closed -$530K – 104
2026
Q1 		$530K Buy
+6,117
New +$535K 0.17% 40

Other funds holding IHE

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Heritage Oak Wealth Advisors's IHE Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2026, closing a stake of 6,117 shares — an estimated $530K sold.

Heritage Oak Wealth Advisors first reported a position in IHE in Q1 2026 and held it in 1 quarter. The position peaked at $530K in Q1 2026. 50 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 6,117 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $530K.
  • Heritage Oak Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $530K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.