IFWM
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Institute for Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Institute for 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
Q2 		$1.12M Buy
11,310
+66
+0.6% +$5.95K 0.1% 183
2026
Q1 		$975K Sell
11,244
-29
-0.3% -$2.54K 0.1% 202
2025
Q4 		$956K Buy
11,273
+708
+7% +$56.5K 0.1% 200
2025
Q3 		$767K Sell
10,565
-633
-6% -$43.7K 0.08% 245
2025
Q2 		$734K Sell
11,198
-85
-0.8% -$5.53K 0.08% 245
2025
Q1 		$796K Buy
11,283
+291
+3% +$20.2K 0.1% 226
2024
Q4 		$722K Sell
10,992
-35
-0.3% -$2.41K 0.09% 227
2024
Q3 		$779K Buy
11,027
+95
+0.9% +$6.62K 0.1% 216
2024
Q2 		$725K Buy
10,932
+121
+1% +$7.93K 0.1% 212
2024
Q1 		$734K Sell
10,811
-103
-0.9% -$6.81K 0.09% 215
2023
Q4 		$674K Buy
10,914
+804
+8% +$47.3K 0.11% 218
2023
Q3 		$596K Sell
10,110
-150
-1% -$9.2K 0.11% 226
2023
Q2 		$613K Buy
10,260
+162
+2% +$9.63K 0.1% 228
2023
Q1 		$590K Sell
10,098
-123
-1% -$7.41K 0.11% 233
2022
Q4 		$634K Buy
10,221
+1,608
+19% +$96.7K 0.13% 215
2022
Q3 		$487K Buy
8,613
+117
+1% +$7.21K 0.11% 241
2022
Q2 		$543K Buy
8,496
+1,296
+18% +$82.3K 0.11% 256
2022
Q1 		$466K Buy
7,200
+996
+16% +$63.1K 0.08% 306
2021
Q4 		$413K Buy
6,204
+1,560
+34% +$98.9K 0.07% 312
2021
Q3 		$283K Buy
+4,644
New +$295K 0.05% 392

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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

Institute for Wealth Management's IHE Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.59% in Q2 2026, buying an estimated $5.95K and bringing the position to 11,310 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #183.

Institute for Wealth Management first reported a position in IHE in Q3 2021 and has held it in 20 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Institute for Wealth Management held 11,310 shares of iShares US Pharmaceuticals ETF worth $1.12M as of Q2 2026.
  • Institute for Wealth Management bought 66 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $5.95K.
  • iShares US Pharmaceuticals ETF made up 0.1% of Institute for Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Institute for Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q3 2021 and has held it in 20 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.