High Point Wealth Management
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High Point Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

High Point Wealth Management’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
Q3 		$15.5K Buy
154
+1
+0.7% +$103 0.01% 218
2026
Q2 		$15.2K Hold
153
– – 0.01% 201
2026
Q1 		$13.3K Buy
153
+1
+0.7% +$88 0.01% 203
2025
Q4 		$12.9K Buy
+152
New +$12.1K 0.01% 205

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

High Point Wealth Management's IHE Position: Q3 2026 in Review

High Point Wealth Management increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.65% in Q3 2026, buying an estimated $103 and bringing the position to 154 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #218.

High Point Wealth Management first reported a position in IHE in Q4 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

  • High Point Wealth Management held 154 shares of iShares US Pharmaceuticals ETF worth $15.5K as of Q3 2026.
  • High Point Wealth Management bought 1 iShares US Pharmaceuticals ETF share in Q3 2026, an estimated $103.
  • iShares US Pharmaceuticals ETF made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #218 holding.
  • High Point Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.