IFP Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

IFP 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	$10K	Sell	101 -603	-86%	-$54.3K	﹤0.01%	3396
2026 Q1	$61K	Hold	704	–	–	﹤0.01%	2141
2025 Q4	$59.7K	Hold	704	–	–	﹤0.01%	2088
2025 Q3	$51.1K	Hold	704	–	–	﹤0.01%	2066
2025 Q2	$46.2K	Sell	704 -240	-25%	-$15.6K	﹤0.01%	2084
2025 Q1	$66.6K	Buy	944 +659	+231%	+$45.8K	﹤0.01%	1753
2024 Q4	$18.7K	Hold	285	–	–	﹤0.01%	2278
2024 Q3	$20.1K	Hold	285	–	–	﹤0.01%	2141
2024 Q2	$18.9K	Hold	285	–	–	﹤0.01%	2111
2024 Q1	$19.4K	Hold	285	–	–	﹤0.01%	1982
2023 Q4	$17.6K	Hold	285	–	–	﹤0.01%	1971
2023 Q3	$16.8K	Buy	285 +45	+19%	+$2.76K	﹤0.01%	2022
2023 Q2	$14.3K	Hold	240	–	–	﹤0.01%	2165
2023 Q1	$12.6K	Sell	240 -2,457	-91%	-$148K	﹤0.01%	2200
2022 Q4	$142K	Sell	2,697 -732	-21%	-$44K	﹤0.01%	1540
2022 Q3	$181K	Hold	3,429	–	–	﹤0.01%	1472
2022 Q2	$181K	Hold	3,429	–	–	0.01%	1326
2022 Q1	$181K	Buy	3,429 +2,661	+346%	+$169K	0.01%	1326
2021 Q4	$51K	Hold	768	–	–	﹤0.01%	1546
2021 Q3	$47K	Hold	768	–	–	﹤0.01%	1605
2021 Q2	$48K	Hold	768	–	–	﹤0.01%	1541
2021 Q1	$45K	Sell	768 -24	-3%	-$1.45K	﹤0.01%	1514
2020 Q4	$47K	Hold	792	–	–	﹤0.01%	1469
2020 Q3	$43K	Hold	792	–	–	﹤0.01%	1345
2020 Q2	$40K	Hold	792	–	–	﹤0.01%	1307
2020 Q1	$35K	Sell	792 -90	-10%	-$4.54K	﹤0.01%	1272
2019 Q4	$47K	Buy	882 +225	+34%	+$11.1K	﹤0.01%	1281
2019 Q3	$30K	Buy	+657	New	+$31.5K	﹤0.01%	1590
2019 Q1	–	Sell	-1,863	Closed	-$86K	–	2854
2018 Q4	$86K	Sell	1,863 -108	-5%	-$5.54K	0.01%	1284
2018 Q3	$110K	Hold	1,971	–	–	﹤0.01%	1417
2018 Q2	$99K	Sell	1,971 -2,967	-60%	-$147K	﹤0.01%	1486
2018 Q1	$254K	Hold	4,938	–	–	0.01%	890
2017 Q4	$254K	Sell	4,938 -696	-12%	-$35.8K	0.01%	891
2017 Q3	$294K	Sell	5,634 -30	-0.5%	-$1.54K	0.01%	931
2017 Q2	$293K	Sell	5,664 -5,079	-47%	-$257K	0.01%	917
2017 Q1	$540K	Sell	10,743 -24,738	-70%	-$1.22M	0.02%	637
2016 Q4	$1.67M	Buy	35,481 +28,434	+403%	+$1.35M	0.08%	271
2016 Q3	$351K	Sell	7,047 -732	-9%	-$37.1K	0.02%	732
2016 Q2	$374K	Buy	+7,779	New	+$370K	0.02%	664
2016 Q1	–	Sell	-59,109	Closed	-$3.19M	–	2862
2015 Q4	$3.19M	Buy	+59,109	New	+$3.11M	0.21%	103

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

IFP Advisors's IHE Position: Q2 2026 in Review

IFP Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 86% in Q2 2026, selling an estimated $54.3K and leaving 101 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3396.

IFP Advisors first reported a position in IHE in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.19M in Q4 2015. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

IFP Advisors held 101 shares of iShares US Pharmaceuticals ETF worth $10K as of Q2 2026.
IFP Advisors sold 603 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $54.3K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3396 holding.
IFP Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2015 and has held it in 40 quarters since.
IFP Advisors's iShares US Pharmaceuticals ETF position peaked at $3.19M in Q4 2015.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.